+438.4%
VTV vs BR
+1,278.7%
-840.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | -1.1% | -3.0% | +1.9% | +0.2% |
| 30D | -1.0% | -0.3% | -0.7% | -1.1% |
| 3M | +4.6% | +17.3% | -12.7% | -3.3% |
| 6M | +13.5% | -6.7% | +20.2% | +15.5% |
| YTD | +18.5% | -23.4% | +41.9% | +31.0% |
| 1Y | +22.9% | -32.7% | +55.6% | +44.1% |
| 3Y | +67.8% | -5.9% | +73.8% | +66.1% |
| 5Y | +81.8% | +8.4% | +73.4% | +64.5% |
| 10Y | +233.0% | +189.2% | +43.8% | +81.4% |
| All | +438.4% | +1,278.7% | -840.4% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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