+228.7%
VTV vs ITOT
+303.4%
-74.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | 0.0% |
| 7D | -1.1% | -0.9% | -0.2% | -0.3% |
| 30D | -1.0% | -1.5% | +0.4% | +0.2% |
| 3M | +4.6% | +3.6% | +1.1% | +1.5% |
| 6M | +13.5% | +13.7% | -0.2% | +1.7% |
| YTD | +18.5% | +12.9% | +5.6% | +6.7% |
| 1Y | +22.9% | +17.2% | +5.7% | +7.1% |
| 3Y | +67.8% | +75.6% | -7.8% | +2.4% |
| 5Y | +81.8% | +75.5% | +6.4% | +9.6% |
| All | +228.7% | +303.4% | -74.7% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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