+80.3%
VTV vs D
+8.5%
+71.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -1.0% |
| 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% | +5.5% |
| 6M | +13.5% | +6.8% | +6.7% | +11.1% |
| YTD | +18.9% | +16.5% | +2.3% | +13.3% |
| 1Y | +25.8% | +19.2% | +6.6% | +19.0% |
| 3Y | +68.7% | +61.9% | +6.9% | +43.6% |
| 5Y | +80.3% | +6.5% | +73.8% | +79.1% |
| All | +80.3% | +8.5% | +71.8% | +79.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling