+80.6%
VTV vs MDY
+46.3%
+34.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.2% |
| 7D | -1.1% | -1.9% | +0.8% | +0.1% |
| 30D | -1.0% | -4.6% | +3.6% | +1.9% |
| 3M | +4.6% | -1.2% | +5.9% | +5.4% |
| 6M | +13.5% | +9.2% | +4.3% | +7.2% |
| YTD | +18.5% | +13.1% | +5.4% | +9.4% |
| 1Y | +22.9% | +13.0% | +9.9% | +13.4% |
| 3Y | +67.8% | +49.2% | +18.6% | +28.6% |
| All | +80.6% | +46.3% | +34.4% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 5y: compounded portfolio wealth divided by compounded MDY 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…
5y analysis · Full analysis span regression · 6 months rolling