-29.9%
VST vs VTV
+24.5%
-54.5%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.2% | -2.2% |
| 7D | -6.0% | 0.0% | -6.1% | -6.1% |
| 30D | -18.8% | +3.2% | -22.0% | -22.1% |
| 3M | -8.0% | +1.7% | -9.7% | -10.1% |
| 6M | -10.9% | +11.0% | -21.9% | -22.5% |
| YTD | -18.3% | +21.0% | -39.3% | -34.9% |
| 1Y | -29.9% | +24.3% | -54.2% | -44.3% |
| All | -29.9% | +24.5% | -54.5% | -44.3% |
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