+654.4%
VRT vs VTV
+77.3%
+577.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -4.0% |
| 7D | +10.5% | +2.9% | +7.6% | +4.6% |
| 30D | -9.3% | +3.8% | -13.1% | -15.7% |
| 3M | -29.6% | +1.6% | -31.1% | -31.6% |
| 6M | -45.4% | +11.2% | -56.6% | -55.5% |
| YTD | +24.8% | +22.0% | +2.8% | -14.1% |
| 1Y | +23.6% | +24.9% | -1.3% | -18.7% |
| 3Y | +379.7% | +78.5% | +301.2% | +59.4% |
| All | +654.4% | +77.3% | +577.1% | +161.0% |
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