+718.4%
VTV vs IT
+1,434.1%
-715.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.4% | +6.6% | +1.4% |
| 7D | +0.3% | -9.1% | +9.4% | +3.1% |
| 30D | +0.1% | -7.0% | +7.2% | +1.9% |
| 3M | +6.2% | +7.6% | -1.4% | +1.5% |
| 6M | +13.5% | +2.1% | +11.4% | +8.9% |
| YTD | +18.9% | -31.6% | +50.4% | +27.9% |
| 1Y | +25.8% | -29.9% | +55.7% | +33.2% |
| 3Y | +68.7% | -51.3% | +120.0% | +94.6% |
| 5Y | +80.3% | -44.8% | +125.1% | +94.0% |
| 10Y | +226.3% | +91.4% | +135.0% | +111.3% |
| All | +718.4% | +1,434.1% | -715.8% | +152.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling