+976.8%
VRT vs VTV
+79.8%
+897.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -20.5% |
| YTD | +62.3% | +18.5% | +43.9% | +18.8% |
| 1Y | +109.6% | +25.3% | +84.3% | +37.8% |
| 3Y | +573.1% | +68.2% | +504.9% | +158.1% |
| All | +976.8% | +79.8% | +897.1% | +284.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling