+228.7%
VTV vs BAH
+207.9%
+20.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.7% |
| 7D | -1.1% | +4.3% | -5.4% | -2.0% |
| 30D | -1.0% | -2.5% | +1.4% | -0.6% |
| 3M | +4.6% | -0.9% | +5.6% | +4.4% |
| 6M | +13.5% | +1.5% | +12.0% | +12.1% |
| YTD | +18.5% | -8.0% | +26.5% | +18.6% |
| 1Y | +22.9% | -24.7% | +47.6% | +28.9% |
| 3Y | +67.8% | -28.4% | +96.2% | +69.7% |
| 5Y | +81.8% | +2.8% | +79.0% | +59.4% |
| All | +228.7% | +207.9% | +20.8% | +124.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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