+78.1%
VTV vs COO
-24.6%
+102.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.7% | -0.2% |
| 7D | +2.3% | -2.1% | +4.4% | +2.7% |
| 30D | +3.8% | +13.9% | -10.1% | +1.5% |
| 3M | +1.7% | -18.9% | +20.6% | +5.3% |
| 6M | +10.9% | +3.7% | +7.2% | +9.3% |
| YTD | +21.7% | -24.1% | +45.9% | +27.7% |
| 1Y | +23.4% | -14.2% | +37.6% | +26.2% |
| All | +78.1% | -24.6% | +102.7% | +81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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