+23.6%
VRT vs VTV
+23.7%
-0.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -4.1% |
| 7D | +10.5% | +2.9% | +7.6% | +3.2% |
| 30D | -9.3% | +3.8% | -13.1% | -17.0% |
| 3M | -29.6% | +1.6% | -31.1% | -31.9% |
| 6M | -45.4% | +11.2% | -56.6% | -57.9% |
| YTD | +24.8% | +22.0% | +2.8% | -19.1% |
| 1Y | +23.6% | +24.9% | -1.3% | -22.6% |
| All | +23.6% | +23.7% | -0.1% | -22.6% |
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 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