+11.9%
U vs VTV
+67.6%
-55.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | +0.1% |
| 7D | +4.4% | -0.7% | +5.0% | +5.6% |
| 30D | -1.3% | -0.5% | -0.8% | -0.4% |
| 3M | +49.6% | +5.3% | +44.3% | +36.4% |
| 6M | +100.2% | +12.9% | +87.3% | +60.1% |
| YTD | -3.7% | +18.5% | -22.2% | -30.6% |
| 1Y | -6.5% | +25.3% | -31.8% | -39.7% |
| All | +11.9% | +67.6% | -55.7% | -64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VTV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling