+228.7%
VTV vs GSK
+80.1%
+148.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -1.1% | -3.5% | +2.4% | +0.1% |
| 30D | -1.0% | -3.4% | +2.4% | 0.0% |
| 3M | +4.6% | -8.1% | +12.8% | +7.3% |
| 6M | +13.5% | -11.1% | +24.6% | +17.4% |
| YTD | +18.5% | +0.7% | +17.8% | +17.0% |
| 1Y | +22.9% | +20.1% | +2.7% | +13.5% |
| 3Y | +67.8% | +46.1% | +21.7% | +40.1% |
| 5Y | +81.8% | +48.2% | +33.6% | +46.9% |
| All | +228.7% | +80.1% | +148.6% | +144.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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