+68.7%
VTV vs CAPR
+42.0%
+26.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.6% | +2.8% | -0.8% |
| 7D | +0.3% | -9.5% | +9.8% | +0.4% |
| 30D | +0.1% | +121.5% | -121.4% | -0.4% |
| 3M | +6.2% | -65.4% | +71.6% | +6.4% |
| 6M | +13.5% | -67.5% | +81.0% | +13.7% |
| YTD | +18.9% | -68.6% | +87.5% | +19.1% |
| 1Y | +25.8% | +42.7% | -16.9% | +23.3% |
| 3Y | +68.7% | +43.4% | +25.4% | +58.0% |
| All | +68.7% | +42.0% | +26.7% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 3y: compounded portfolio wealth divided by compounded CAPR 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…
3y analysis · Full analysis span regression · 6 months rolling