+715.8%
VTV vs MDY
+730.5%
-14.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.7% | +0.5% |
| 7D | -0.7% | -0.8% | +0.1% | -0.1% |
| 30D | -0.5% | -3.9% | +3.4% | +2.6% |
| 3M | +5.3% | 0.0% | +5.4% | +5.2% |
| 6M | +12.9% | +8.5% | +4.3% | +5.5% |
| YTD | +18.5% | +13.2% | +5.3% | +7.0% |
| 1Y | +25.3% | +15.0% | +10.3% | +11.5% |
| 3Y | +68.2% | +49.6% | +18.6% | +19.6% |
| 5Y | +80.6% | +46.0% | +34.6% | +28.4% |
| 10Y | +232.9% | +176.4% | +56.6% | +35.9% |
| All | +715.8% | +730.5% | -14.7% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling