+227.8%
VTV vs ALLE
+217.2%
+10.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.7% | +0.4% |
| 7D | 0.0% | +0.1% | 0.0% | 0.0% |
| 30D | +3.2% | +25.9% | -22.7% | -6.5% |
| 3M | +1.7% | +14.9% | -13.2% | -4.5% |
| 6M | +11.0% | +42.1% | -31.1% | -5.3% |
| YTD | +21.0% | +20.4% | +0.6% | +10.1% |
| 1Y | +24.3% | +14.9% | +9.4% | +15.3% |
| 3Y | +76.9% | +90.1% | -13.2% | +28.0% |
| 5Y | +76.9% | +53.0% | +24.0% | +38.2% |
| 10Y | +227.8% | +208.8% | +19.0% | +92.9% |
| All | +227.8% | +217.2% | +10.6% | +92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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