+80.3%
VTV vs ACWI
+67.7%
+12.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.5% |
| 7D | +0.3% | +1.1% | -0.8% | -0.5% |
| 30D | +0.1% | -0.2% | +0.3% | +0.3% |
| 3M | +6.2% | +4.7% | +1.5% | +2.5% |
| 6M | +13.5% | +14.5% | -1.0% | +2.3% |
| YTD | +18.9% | +14.6% | +4.2% | +7.0% |
| 1Y | +25.8% | +21.4% | +4.4% | +8.3% |
| 3Y | +68.7% | +77.6% | -8.9% | +8.2% |
| 5Y | +80.3% | +68.1% | +12.2% | +18.8% |
| All | +80.3% | +67.7% | +12.6% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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