+193.8%
VLO vs VTV
+67.6%
+126.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.9% |
| 7D | +6.2% | -0.7% | +6.9% | +6.9% |
| 30D | +23.5% | -0.5% | +24.0% | +24.1% |
| 3M | +53.9% | +5.3% | +48.6% | +45.4% |
| 6M | +81.7% | +12.9% | +68.8% | +58.0% |
| YTD | +142.5% | +18.5% | +124.0% | +98.4% |
| 1Y | +145.4% | +25.3% | +120.2% | +86.7% |
| All | +193.8% | +67.6% | +126.3% | +60.9% |
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