+740.0%
VTV vs COO
+428.1%
+311.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | +2.9% | +0.5% | +2.4% | +2.8% |
| 30D | +3.8% | +14.2% | -10.4% | -0.2% |
| 3M | +1.6% | -18.2% | +19.8% | +6.8% |
| 6M | +11.2% | +5.3% | +5.9% | +8.2% |
| YTD | +22.0% | -23.6% | +45.6% | +30.1% |
| 1Y | +24.9% | -12.7% | +37.6% | +27.9% |
| 3Y | +78.5% | -24.2% | +102.7% | +85.5% |
| 5Y | +77.8% | -40.0% | +117.8% | +95.1% |
| 10Y | +231.1% | +41.6% | +189.5% | +179.6% |
| All | +740.0% | +428.1% | +311.9% | +297.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling