+228.7%
VTV vs IT
+103.1%
+125.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.3% | -4.5% | -0.5% |
| 7D | -1.1% | -3.7% | +2.6% | -0.3% |
| 30D | -1.0% | +0.1% | -1.1% | -1.3% |
| 3M | +4.6% | +20.7% | -16.0% | -1.7% |
| 6M | +13.5% | +12.0% | +1.5% | +7.6% |
| YTD | +18.5% | -28.8% | +47.3% | +26.1% |
| 1Y | +22.9% | -25.5% | +48.4% | +28.2% |
| 3Y | +67.8% | -48.8% | +116.6% | +90.0% |
| 5Y | +81.8% | -42.7% | +124.6% | +93.0% |
| All | +228.7% | +103.1% | +125.6% | +125.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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