+230.7%
VTV vs IP
+31.6%
+199.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.9% | -0.9% | +1.0% |
| 7D | -0.5% | -3.0% | +2.5% | +0.4% |
| 30D | +3.1% | +10.6% | -7.5% | -0.4% |
| 3M | +1.8% | -13.6% | +15.4% | +6.3% |
| 6M | +10.9% | +10.4% | +0.5% | +5.7% |
| YTD | +20.9% | -6.5% | +27.3% | +20.1% |
| 1Y | +24.6% | -2.1% | +26.8% | +21.6% |
| 3Y | +78.6% | +22.0% | +56.6% | +50.0% |
| 5Y | +76.4% | -9.7% | +86.1% | +65.3% |
| 10Y | +230.7% | +26.8% | +203.9% | +146.1% |
| All | +230.7% | +31.6% | +199.1% | +146.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling