+718.4%
VTV vs BBWI
+285.7%
+432.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.1% |
| 7D | +0.3% | +1.6% | -1.3% | -0.1% |
| 30D | +0.1% | -6.2% | +6.4% | +1.2% |
| 3M | +6.2% | +4.3% | +1.9% | +4.3% |
| 6M | +13.5% | -7.2% | +20.6% | +13.0% |
| YTD | +18.9% | -3.0% | +21.9% | +16.6% |
| 1Y | +25.8% | -30.8% | +56.5% | +31.1% |
| 3Y | +68.7% | -43.4% | +112.1% | +75.0% |
| 5Y | +80.3% | -66.7% | +147.1% | +101.9% |
| 10Y | +226.3% | -55.7% | +282.0% | +190.5% |
| All | +718.4% | +285.7% | +432.7% | +172.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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