+484.0%
V vs VTV
+230.1%
+253.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.1% |
| 7D | +0.9% | +2.9% | -2.0% | -2.1% |
| 30D | +9.0% | +3.8% | +5.2% | +4.9% |
| 3M | +16.7% | +1.6% | +15.2% | +14.9% |
| 6M | +33.4% | +11.2% | +22.2% | +19.3% |
| YTD | +22.4% | +22.0% | +0.4% | -1.0% |
| 1Y | +27.7% | +24.9% | +2.8% | +0.8% |
| 3Y | +78.0% | +78.5% | -0.5% | -3.8% |
| 5Y | +108.5% | +77.8% | +30.7% | +13.5% |
| All | +484.0% | +230.1% | +253.9% | +68.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling