+228.7%
VTV vs GAP
+31.2%
+197.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.9% | -2.1% | +0.3% |
| 7D | -1.1% | -4.1% | +3.0% | -0.5% |
| 30D | -1.0% | +6.2% | -7.2% | -2.1% |
| 3M | +4.6% | -0.7% | +5.3% | +4.3% |
| 6M | +13.5% | -7.1% | +20.6% | +13.7% |
| YTD | +18.5% | -14.1% | +32.6% | +19.7% |
| 1Y | +22.9% | -8.5% | +31.4% | +22.5% |
| 3Y | +67.8% | +115.4% | -47.5% | +37.2% |
| 5Y | +81.8% | +9.8% | +72.0% | +59.4% |
| All | +228.7% | +31.2% | +197.5% | +142.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 10y: compounded portfolio wealth divided by compounded GAP 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…
10y analysis · Full analysis span regression · 6 months rolling