+89.6%
VRT vs VTV
+24.1%
+65.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +1.9% |
| 7D | -8.4% | -1.1% | -7.3% | -5.9% |
| 30D | -10.9% | -1.0% | -9.8% | -8.7% |
| 3M | -13.7% | +4.6% | -18.3% | -22.1% |
| 6M | -4.1% | +13.5% | -17.6% | -27.6% |
| YTD | +58.7% | +18.5% | +40.2% | +14.7% |
| 1Y | +89.6% | +22.9% | +66.7% | +31.9% |
| All | +89.6% | +24.1% | +65.5% | +31.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling