+2,723.0%
VRT vs VTV
+157.7%
+2,565.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.2% | +4.6% | +4.6% |
| 7D | +9.1% | +0.5% | +8.6% | +8.5% |
| 30D | +0.9% | +1.1% | -0.2% | -0.4% |
| 3M | -13.4% | +5.9% | -19.3% | -18.7% |
| 6M | +11.7% | +11.6% | +0.1% | -1.0% |
| YTD | +73.2% | +19.8% | +53.4% | +41.9% |
| 1Y | +123.4% | +26.2% | +97.2% | +72.6% |
| 3Y | +606.2% | +68.5% | +537.7% | +311.5% |
| 5Y | +899.9% | +79.9% | +820.0% | +469.1% |
| All | +2,723.0% | +157.7% | +2,565.4% | +1,106.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling