+228.8%
VTV vs ALB
+32.4%
+196.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.4% |
| 7D | +2.9% | -5.8% | +8.7% | +3.9% |
| 30D | +3.8% | -4.5% | +8.3% | +4.4% |
| 3M | +1.6% | -28.1% | +29.6% | +6.8% |
| 6M | +11.2% | -53.2% | +64.4% | +25.3% |
| YTD | +22.0% | -33.3% | +55.3% | +27.3% |
| 1Y | +24.9% | -17.4% | +42.3% | +25.0% |
| 3Y | +78.5% | -14.1% | +92.6% | +65.4% |
| 5Y | +77.8% | -64.0% | +141.8% | +91.0% |
| All | +228.8% | +32.4% | +196.4% | +123.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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