+740.0%
VTV vs ED
+625.5%
+114.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.5% |
| 7D | +2.9% | +2.1% | +0.9% | +1.9% |
| 30D | +3.8% | +10.4% | -6.6% | -1.3% |
| 3M | +1.6% | +12.5% | -11.0% | -4.4% |
| 6M | +11.2% | +14.9% | -3.7% | +3.3% |
| YTD | +22.0% | +24.8% | -2.8% | +8.3% |
| 1Y | +24.9% | +23.8% | +1.0% | +11.1% |
| 3Y | +78.5% | +51.6% | +26.8% | +39.7% |
| 5Y | +77.8% | +86.4% | -8.7% | +22.2% |
| 10Y | +231.1% | +145.4% | +85.6% | +79.9% |
| All | +740.0% | +625.5% | +114.5% | +98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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