+715.8%
VTV vs ETR
+789.7%
-74.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +0.9% | +0.3% |
| 7D | -0.7% | +0.4% | -1.1% | -0.9% |
| 30D | -0.5% | +2.0% | -2.5% | -1.5% |
| 3M | +5.3% | -1.7% | +7.0% | +5.9% |
| 6M | +12.9% | +3.6% | +9.3% | +10.2% |
| YTD | +18.5% | +18.0% | +0.4% | +8.6% |
| 1Y | +25.3% | +26.2% | -1.0% | +11.1% |
| 3Y | +68.2% | +148.0% | -79.8% | +4.9% |
| 5Y | +80.6% | +126.1% | -45.4% | +15.8% |
| 10Y | +232.9% | +302.3% | -69.3% | +52.0% |
| All | +715.8% | +789.7% | -74.0% | +153.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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