+68.7%
VTV vs D
+65.5%
+3.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.9% |
| 7D | +0.3% | +0.8% | -0.5% | +0.1% |
| 30D | +0.1% | -0.7% | +0.9% | +0.3% |
| 3M | +6.2% | +2.1% | +4.1% | +5.7% |
| 6M | +13.5% | +6.8% | +6.7% | +11.6% |
| YTD | +18.9% | +16.5% | +2.3% | +14.4% |
| 1Y | +25.8% | +19.2% | +6.6% | +20.3% |
| 3Y | +68.7% | +61.9% | +6.9% | +49.1% |
| All | +68.7% | +65.5% | +3.2% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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