+27.9%
VTV vs FND
-10.3%
+38.1%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +10.9% | -9.4% | +0.3% |
| 7D | +1.8% | +12.3% | -10.5% | +0.4% |
| 30D | +6.0% | +14.7% | -8.7% | +4.3% |
| 3M | +3.7% | -12.0% | +15.7% | +4.7% |
| 6M | +13.9% | +10.8% | +3.2% | +11.6% |
| YTD | +22.8% | -12.3% | +35.1% | +22.6% |
| 1Y | +27.9% | -13.4% | +41.3% | +27.8% |
| All | +27.9% | -10.3% | +38.1% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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