+740.0%
VTV vs FE
+239.5%
+500.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.2% |
| 7D | +2.9% | +1.2% | +1.7% | +2.4% |
| 30D | +3.8% | +4.5% | -0.7% | +1.9% |
| 3M | +1.6% | +1.3% | +0.2% | +0.9% |
| 6M | +11.2% | +8.7% | +2.5% | +7.2% |
| YTD | +22.0% | +9.2% | +12.8% | +17.0% |
| 1Y | +24.9% | +7.0% | +17.9% | +20.7% |
| 3Y | +78.5% | +51.4% | +27.1% | +47.2% |
| 5Y | +77.8% | +47.7% | +30.1% | +46.4% |
| 10Y | +231.1% | +125.0% | +106.1% | +113.3% |
| All | +740.0% | +239.5% | +500.5% | +353.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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