+22.9%
VTV vs BIYA
-98.7%
+121.5%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +0.7% |
| 7D | -1.1% | -1.8% | +0.7% | -1.1% |
| 30D | -1.0% | -17.5% | +16.4% | -1.0% |
| 3M | +4.6% | -78.0% | +82.7% | +4.7% |
| 6M | +13.5% | -89.5% | +103.0% | +13.7% |
| YTD | +18.5% | -94.3% | +112.8% | +18.9% |
| 1Y | +22.9% | -98.6% | +121.5% | +27.5% |
| All | +22.9% | -98.7% | +121.5% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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