+24.1%
VTV vs CF
+47.0%
-22.9%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | -0.5% | -0.9% | +0.4% | -0.5% |
| 30D | +3.1% | +6.9% | -3.9% | +3.4% |
| 3M | +1.8% | +4.8% | -3.0% | +2.3% |
| 6M | +10.9% | +4.7% | +6.2% | +11.4% |
| YTD | +20.9% | +56.5% | -35.6% | +15.0% |
| All | +24.1% | +47.0% | -22.9% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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