+226.3%
VTV vs AG
+73.4%
+152.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | -0.4% |
| 7D | -2.1% | -5.8% | +3.7% | -1.7% |
| 30D | -1.3% | +6.4% | -7.7% | -1.8% |
| 3M | +5.6% | +28.4% | -22.7% | +3.9% |
| 6M | +12.4% | -24.5% | +36.9% | +13.4% |
| YTD | +17.6% | +21.2% | -3.5% | +15.1% |
| 1Y | +23.5% | +114.1% | -90.6% | +16.4% |
| 3Y | +67.0% | +268.0% | -201.0% | +49.5% |
| 5Y | +80.5% | +67.3% | +13.2% | +66.0% |
| All | +226.3% | +73.4% | +152.9% | +195.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 10y: compounded portfolio wealth divided by compounded AG 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…
10y analysis · Full analysis span regression · 6 months rolling