+80.5%
VTV vs EXE
+99.3%
-18.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.7% |
| 7D | -2.1% | -2.2% | +0.1% | -1.7% |
| 30D | -1.3% | -0.8% | -0.5% | -1.2% |
| 3M | +5.6% | +10.0% | -4.4% | +3.9% |
| 6M | +12.4% | -6.3% | +18.7% | +13.2% |
| YTD | +17.6% | -10.7% | +28.3% | +19.2% |
| 1Y | +23.5% | +2.7% | +20.8% | +21.7% |
| 3Y | +67.0% | +19.1% | +47.9% | +58.7% |
| 5Y | +80.5% | +105.4% | -24.9% | +57.2% |
| All | +80.5% | +99.3% | -18.8% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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