+66.6%
VTV vs LEN
-28.8%
+95.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.8% | -0.1% |
| 7D | -2.1% | -7.8% | +5.7% | -0.6% |
| 30D | -1.3% | -11.0% | +9.7% | +0.7% |
| 3M | +5.6% | -12.8% | +18.4% | +7.9% |
| 6M | +12.4% | -20.2% | +32.6% | +16.4% |
| YTD | +17.6% | -23.0% | +40.7% | +22.2% |
| 1Y | +23.5% | -41.8% | +65.3% | +35.1% |
| All | +66.6% | -28.8% | +95.5% | +66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 3y: compounded portfolio wealth divided by compounded LEN 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…
3y analysis · Full analysis span regression · 6 months rolling