+718.4%
VTV vs FITB
+88.7%
+629.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.6% |
| 7D | +0.3% | +2.8% | -2.5% | -0.4% |
| 30D | +0.1% | -4.5% | +4.7% | +1.2% |
| 3M | +6.2% | +5.7% | +0.6% | +4.7% |
| 6M | +13.5% | +17.1% | -3.6% | +9.0% |
| YTD | +18.9% | +18.3% | +0.5% | +13.7% |
| 1Y | +25.8% | +23.9% | +1.9% | +18.9% |
| 3Y | +68.7% | +131.1% | -62.4% | +36.3% |
| 5Y | +80.3% | +71.1% | +9.2% | +53.4% |
| 10Y | +226.3% | +283.9% | -57.5% | +121.8% |
| All | +718.4% | +88.7% | +629.7% | +492.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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