+725.0%
VTV vs ALL
+903.2%
-178.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.3% |
| 7D | +0.5% | 0.0% | +0.5% | +0.5% |
| 30D | +1.1% | -1.5% | +2.6% | +1.6% |
| 3M | +5.9% | +23.6% | -17.7% | -4.4% |
| 6M | +11.6% | +22.3% | -10.7% | +1.0% |
| YTD | +19.8% | +26.5% | -6.7% | +6.3% |
| 1Y | +26.2% | +27.0% | -0.8% | +11.4% |
| 3Y | +68.5% | +149.6% | -81.1% | +6.3% |
| 5Y | +79.9% | +118.1% | -38.2% | +17.2% |
| 10Y | +229.7% | +369.0% | -139.3% | +46.9% |
| All | +725.0% | +903.2% | -178.2% | +137.1% |
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