+226.3%
VTV vs IP
+20.7%
+205.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.2% | -0.2% |
| 7D | +0.3% | +0.1% | +0.2% | +0.3% |
| 30D | +0.1% | -11.2% | +11.4% | +3.9% |
| 3M | +6.2% | +12.3% | -6.1% | +1.2% |
| 6M | +13.5% | -5.2% | +18.7% | +13.4% |
| YTD | +18.9% | -4.0% | +22.8% | +17.4% |
| 1Y | +25.8% | -19.2% | +45.0% | +31.2% |
| 3Y | +68.7% | +20.3% | +48.4% | +43.3% |
| 5Y | +80.3% | -17.5% | +97.8% | +76.5% |
| 10Y | +226.3% | +21.2% | +205.2% | +145.6% |
| All | +226.3% | +20.7% | +205.6% | +145.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded IP 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling