+195.0%
VTV vs FND
+57.3%
+137.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | -0.7% | -0.8% | +0.1% | -0.5% |
| 30D | -0.5% | -19.6% | +19.1% | +3.4% |
| 3M | +5.3% | -4.3% | +9.6% | +5.4% |
| 6M | +12.9% | -20.4% | +33.3% | +16.2% |
| YTD | +18.5% | -21.9% | +40.3% | +21.9% |
| 1Y | +25.3% | -45.2% | +70.5% | +37.2% |
| 3Y | +68.2% | -49.2% | +117.4% | +81.2% |
| 5Y | +80.6% | -61.8% | +142.4% | +97.3% |
| All | +195.0% | +57.3% | +137.7% | +141.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling