+105.8%
V vs VTV
+77.3%
+28.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | -0.4% | +2.3% | -2.7% | -2.6% |
| 30D | +6.3% | +3.8% | +2.5% | +2.5% |
| 3M | +17.2% | +1.7% | +15.5% | +15.3% |
| 6M | +29.2% | +10.9% | +18.3% | +16.3% |
| YTD | +20.8% | +21.7% | -1.0% | -1.5% |
| 1Y | +25.0% | +23.4% | +1.6% | +0.6% |
| 3Y | +75.3% | +78.0% | -2.7% | -4.4% |
| 5Y | +105.8% | +77.4% | +28.4% | +13.4% |
| All | +105.8% | +77.3% | +28.5% | +13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling