+715.8%
VTV vs GSK
+223.7%
+492.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -0.7% | -3.6% | +2.9% | +0.9% |
| 30D | -0.5% | -5.9% | +5.4% | +2.0% |
| 3M | +5.3% | -4.3% | +9.6% | +6.8% |
| 6M | +12.9% | -10.8% | +23.7% | +17.7% |
| YTD | +18.5% | +1.8% | +16.7% | +16.0% |
| 1Y | +25.3% | +23.5% | +1.8% | +11.7% |
| 3Y | +68.2% | +49.5% | +18.7% | +32.7% |
| 5Y | +80.6% | +49.7% | +31.0% | +38.7% |
| 10Y | +232.9% | +81.9% | +151.0% | +125.1% |
| All | +715.8% | +223.7% | +492.0% | +301.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling