+228.7%
VTV vs BAX
-38.1%
+266.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.1% |
| 7D | -1.1% | -7.9% | +6.8% | +1.1% |
| 30D | -1.0% | -11.7% | +10.6% | +2.3% |
| 3M | +4.6% | +16.2% | -11.6% | -0.3% |
| 6M | +13.5% | +32.0% | -18.5% | +3.8% |
| YTD | +18.5% | +24.7% | -6.2% | +9.0% |
| 1Y | +22.9% | -2.6% | +25.5% | +20.9% |
| 3Y | +67.8% | -35.0% | +102.8% | +81.1% |
| 5Y | +81.8% | -67.6% | +149.4% | +153.7% |
| All | +228.7% | -38.1% | +266.8% | +285.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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