+573.1%
VRT vs VTV
+67.6%
+505.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.3% | -9.3% | -9.0% |
| 7D | +2.4% | -0.7% | +3.1% | +3.8% |
| 30D | -2.7% | -0.5% | -2.2% | -1.8% |
| 3M | -9.2% | +5.3% | -14.5% | -17.6% |
| 6M | -0.5% | +12.9% | -13.4% | -20.6% |
| YTD | +62.3% | +18.5% | +43.9% | +19.1% |
| 1Y | +109.6% | +25.3% | +84.3% | +38.6% |
| All | +573.1% | +67.6% | +505.5% | +191.5% |
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