+725.0%
VTV vs ALB
+1,067.8%
-342.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.4% | +4.2% | +0.9% |
| 7D | +0.5% | -8.1% | +8.6% | +2.7% |
| 30D | +1.1% | +6.3% | -5.2% | -0.8% |
| 3M | +5.9% | -23.6% | +29.5% | +12.5% |
| 6M | +11.6% | -24.6% | +36.2% | +17.5% |
| YTD | +19.8% | -10.3% | +30.1% | +18.9% |
| 1Y | +26.2% | +61.5% | -35.2% | +4.5% |
| 3Y | +68.5% | -34.0% | +102.4% | +64.7% |
| 5Y | +79.9% | -44.6% | +124.5% | +72.0% |
| 10Y | +229.7% | +76.1% | +153.6% | +80.3% |
| All | +725.0% | +1,067.8% | -342.8% | +87.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling