+27.9%
VTV vs BB
+88.0%
-60.1%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +7.0% | -5.5% | +1.3% |
| 7D | +1.8% | -6.8% | +8.6% | +2.0% |
| 30D | +6.0% | -3.5% | +9.5% | +6.0% |
| 3M | +3.7% | -1.2% | +4.9% | +3.5% |
| 6M | +13.9% | +57.0% | -43.0% | +10.9% |
| YTD | +22.8% | +131.1% | -108.4% | +16.2% |
| 1Y | +27.9% | +87.6% | -59.7% | +22.5% |
| All | +27.9% | +88.0% | -60.1% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling