+725.0%
VTV vs IP
+122.0%
+603.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -1.0% |
| 7D | +0.5% | -5.3% | +5.8% | +2.4% |
| 30D | +1.1% | -10.9% | +12.0% | +5.1% |
| 3M | +5.9% | +11.2% | -5.3% | +0.9% |
| 6M | +11.6% | -10.2% | +21.9% | +13.5% |
| YTD | +19.8% | -2.0% | +21.8% | +17.3% |
| 1Y | +26.2% | -19.1% | +45.3% | +31.4% |
| 3Y | +68.5% | +20.9% | +47.6% | +44.6% |
| 5Y | +79.9% | -17.8% | +97.7% | +75.5% |
| 10Y | +229.7% | +23.5% | +206.2% | +161.2% |
| All | +725.0% | +122.0% | +603.0% | +352.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling