-21.6%
VST vs VTV
+25.5%
-47.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | 0.0% |
| 7D | +5.3% | -0.7% | +6.0% | +6.2% |
| 30D | +5.8% | -0.5% | +6.2% | +6.4% |
| 3M | +3.5% | +5.3% | -1.8% | -3.8% |
| 6M | -7.4% | +12.9% | -20.3% | -21.0% |
| YTD | -6.1% | +18.5% | -24.6% | -23.7% |
| 1Y | -21.6% | +25.3% | -46.9% | -38.2% |
| All | -21.6% | +25.5% | -47.1% | -38.2% |
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