+80.6%
VTV vs CFG
+99.7%
-19.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | -0.7% | -0.6% | -0.1% | -0.5% |
| 30D | -0.5% | -4.5% | +4.1% | +0.8% |
| 3M | +5.3% | +6.3% | -1.0% | +3.3% |
| 6M | +12.9% | +20.6% | -7.7% | +6.6% |
| YTD | +18.5% | +21.2% | -2.8% | +11.4% |
| 1Y | +25.3% | +38.2% | -12.9% | +13.2% |
| 3Y | +68.2% | +185.9% | -117.7% | +20.6% |
| 5Y | +80.6% | +97.0% | -16.4% | +40.9% |
| All | +80.6% | +99.7% | -19.0% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 5y: compounded portfolio wealth divided by compounded CFG 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…
5y analysis · Full analysis span regression · 6 months rolling