+226.3%
VTV vs ALL
+361.5%
-135.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.4% |
| 7D | -2.1% | -4.3% | +2.2% | -0.3% |
| 30D | -1.3% | -3.6% | +2.3% | +0.1% |
| 3M | +5.6% | +13.2% | -7.6% | -0.4% |
| 6M | +12.4% | +22.5% | -10.1% | +2.1% |
| YTD | +17.6% | +22.7% | -5.1% | +6.3% |
| 1Y | +23.5% | +28.3% | -4.8% | +9.0% |
| 3Y | +67.0% | +152.0% | -85.0% | +4.1% |
| 5Y | +80.5% | +115.4% | -34.9% | +17.4% |
| All | +226.3% | +361.5% | -135.2% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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