+80.6%
VTV vs BIDU
-44.1%
+124.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.7% |
| 7D | -1.1% | -8.1% | +7.0% | -0.5% |
| 30D | -1.0% | -12.8% | +11.8% | -0.1% |
| 3M | +4.6% | -21.3% | +25.9% | +6.4% |
| 6M | +13.5% | -27.0% | +40.5% | +15.8% |
| YTD | +18.5% | -30.0% | +48.5% | +21.1% |
| 1Y | +22.9% | -18.3% | +41.2% | +23.4% |
| 3Y | +67.8% | -33.8% | +101.7% | +69.1% |
| All | +80.6% | -44.1% | +124.7% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 5y: compounded portfolio wealth divided by compounded BIDU 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…
5y analysis · Full analysis span regression · 6 months rolling