+78.5%
VTV vs A
+64.5%
+14.0%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | +2.9% | -0.5% | +3.4% | +3.0% |
| 30D | +3.8% | 0.0% | +3.8% | +3.7% |
| 3M | +1.6% | +16.7% | -15.1% | -1.9% |
| 6M | +11.2% | +54.8% | -43.6% | +0.5% |
| YTD | +22.0% | +28.8% | -6.8% | +15.1% |
| 1Y | +24.9% | +19.3% | +5.6% | +20.1% |
| 3Y | +78.5% | +65.5% | +12.9% | +59.8% |
| All | +78.5% | +64.5% | +14.0% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 3y: compounded portfolio wealth divided by compounded A 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…
3y analysis · Full analysis span regression · 6 months rolling