+228.7%
VTV vs BB
+1.6%
+227.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.6% |
| 7D | -1.1% | -0.4% | -0.7% | -1.1% |
| 30D | -1.0% | -12.5% | +11.5% | +0.1% |
| 3M | +4.6% | -17.4% | +22.1% | +5.7% |
| 6M | +13.5% | +119.1% | -105.6% | +3.9% |
| YTD | +18.5% | +102.4% | -83.9% | +9.3% |
| 1Y | +22.9% | +98.2% | -75.3% | +13.1% |
| 3Y | +67.8% | +46.9% | +20.9% | +54.5% |
| 5Y | +81.8% | -26.4% | +108.2% | +73.8% |
| All | +228.7% | +1.6% | +227.1% | +152.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling