+80.6%
VTV vs ALL
+115.1%
-34.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.3% |
| 7D | -0.7% | -2.2% | +1.6% | -0.1% |
| 30D | -0.5% | -5.6% | +5.1% | +0.9% |
| 3M | +5.3% | +17.2% | -11.9% | +0.6% |
| 6M | +12.9% | +23.2% | -10.4% | +6.1% |
| YTD | +18.5% | +23.6% | -5.1% | +11.0% |
| 1Y | +25.3% | +29.2% | -3.9% | +15.7% |
| 3Y | +68.2% | +153.8% | -85.6% | +24.8% |
| 5Y | +80.6% | +116.1% | -35.4% | +40.6% |
| All | +80.6% | +115.1% | -34.5% | +40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling