+226.3%
VTV vs MSCI
+625.6%
-399.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.3% |
| 7D | -2.1% | -4.7% | +2.7% | -0.7% |
| 30D | -1.3% | -2.2% | +0.8% | -0.8% |
| 3M | +5.6% | -9.7% | +15.3% | +8.2% |
| 6M | +12.4% | +0.3% | +12.1% | +11.2% |
| YTD | +17.6% | -3.5% | +21.1% | +17.2% |
| 1Y | +23.5% | -1.4% | +24.9% | +21.8% |
| 3Y | +67.0% | +6.6% | +60.5% | +57.5% |
| 5Y | +80.5% | -10.9% | +91.4% | +74.9% |
| All | +226.3% | +625.6% | -399.2% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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