+740.0%
VTV vs ALL
+934.4%
-194.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | +2.9% | +5.0% | -2.1% | +0.7% |
| 30D | +3.8% | +13.3% | -9.5% | -2.0% |
| 3M | +1.6% | +3.2% | -1.6% | -0.3% |
| 6M | +11.2% | +25.3% | -14.1% | -0.7% |
| YTD | +22.0% | +30.5% | -8.5% | +6.4% |
| 1Y | +24.9% | +29.2% | -4.3% | +9.3% |
| 3Y | +78.5% | +119.1% | -40.6% | +19.6% |
| 5Y | +77.8% | +162.6% | -84.9% | +5.9% |
| 10Y | +231.1% | +378.8% | -147.7% | +45.7% |
| All | +740.0% | +934.4% | -194.4% | +137.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling