+23.9%
VTV vs GD
+6.2%
+17.7%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -0.4% | +0.6% | -1.1% | -0.5% |
| 30D | +3.9% | +9.5% | -5.6% | +2.1% |
| 3M | +2.6% | -5.8% | +8.4% | +3.5% |
| 6M | +11.5% | +7.7% | +3.8% | +9.8% |
| YTD | +22.3% | +11.1% | +11.2% | +18.5% |
| All | +23.9% | +6.2% | +17.7% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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