+924.9%
VLO vs VTV
+234.5%
+690.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +0.3% |
| 7D | +5.3% | -1.1% | +6.4% | +6.9% |
| 30D | +18.2% | -1.0% | +19.3% | +19.9% |
| 3M | +53.3% | +4.6% | +48.7% | +43.5% |
| 6M | +70.4% | +13.5% | +56.9% | +40.6% |
| YTD | +143.4% | +18.5% | +124.9% | +88.7% |
| 1Y | +153.0% | +22.9% | +130.1% | +85.9% |
| 3Y | +195.0% | +67.8% | +127.1% | +38.3% |
| 5Y | +618.8% | +81.8% | +536.9% | +196.7% |
| All | +924.9% | +234.5% | +690.4% | +99.0% |
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