+22.9%
VTV vs CHRW
+21.9%
+1.0%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -1.1% | +3.5% | -4.6% | -1.3% |
| 30D | -1.0% | +4.6% | -5.6% | -1.3% |
| 3M | +4.6% | -19.7% | +24.4% | +5.9% |
| 6M | +13.5% | -12.4% | +25.9% | +13.8% |
| YTD | +18.5% | -3.9% | +22.4% | +18.3% |
| 1Y | +22.9% | +18.4% | +4.5% | +21.9% |
| All | +22.9% | +21.9% | +1.0% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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