+78.5%
VTV vs CF
+68.9%
+9.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +2.9% | +4.8% | -1.9% | +2.8% |
| 30D | +3.8% | +4.7% | -0.9% | +3.6% |
| 3M | +1.6% | +7.4% | -5.9% | +1.2% |
| 6M | +11.2% | +0.6% | +10.6% | +11.1% |
| YTD | +22.0% | +64.1% | -42.1% | +14.6% |
| 1Y | +24.9% | +51.4% | -26.5% | +18.4% |
| 3Y | +78.5% | +67.8% | +10.7% | +61.8% |
| All | +78.5% | +68.9% | +9.6% | +61.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling