+710.1%
VTV vs AU
+242.5%
+467.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.6% | -0.3% |
| 7D | -2.1% | -7.0% | +4.9% | -1.4% |
| 30D | -1.3% | +7.3% | -8.6% | -2.1% |
| 3M | +5.6% | +33.2% | -27.6% | +2.6% |
| 6M | +12.4% | -0.6% | +13.0% | +11.6% |
| YTD | +17.6% | +26.2% | -8.5% | +13.9% |
| 1Y | +23.5% | +68.3% | -44.8% | +16.0% |
| 3Y | +67.0% | +592.1% | -525.1% | +35.0% |
| 5Y | +80.5% | +685.3% | -604.7% | +41.6% |
| 10Y | +230.6% | +682.5% | -451.9% | +142.9% |
| All | +710.1% | +242.5% | +467.6% | +461.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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