+22.9%
VTV vs EXEL
+48.5%
-25.7%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.0% | +0.9% |
| 7D | -1.1% | -4.9% | +3.8% | -0.7% |
| 30D | -1.0% | +11.4% | -12.4% | -1.8% |
| 3M | +4.6% | +4.9% | -0.3% | +4.2% |
| 6M | +13.5% | +34.4% | -20.9% | +11.0% |
| YTD | +18.5% | +28.0% | -9.5% | +16.0% |
| 1Y | +22.9% | +43.6% | -20.8% | +19.5% |
| All | +22.9% | +48.5% | -25.7% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 1y: compounded portfolio wealth divided by compounded EXEL 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…
1y analysis · Full analysis span regression · 6 months rolling