+725.0%
VTV vs COO
+486.6%
+238.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.2% | +0.2% |
| 7D | +0.5% | -2.2% | +2.7% | +1.2% |
| 30D | +1.1% | -7.0% | +8.1% | +3.2% |
| 3M | +5.9% | +12.2% | -6.3% | +1.9% |
| 6M | +11.6% | -15.1% | +26.7% | +16.4% |
| YTD | +19.8% | -15.1% | +34.9% | +24.8% |
| 1Y | +26.2% | +2.3% | +23.9% | +24.0% |
| 3Y | +68.5% | -23.7% | +92.1% | +76.0% |
| 5Y | +79.9% | -38.9% | +118.8% | +97.8% |
| 10Y | +229.7% | +49.9% | +179.8% | +175.4% |
| All | +725.0% | +486.6% | +238.4% | +281.5% |
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