+68.7%
VTV vs MSCI
+4.4%
+64.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.8% | +3.0% | -0.2% |
| 7D | +0.3% | -2.1% | +2.4% | +0.6% |
| 30D | +0.1% | -1.7% | +1.9% | +0.4% |
| 3M | +6.2% | -8.2% | +14.4% | +7.4% |
| 6M | +13.5% | -2.4% | +15.9% | +13.2% |
| YTD | +18.9% | -2.8% | +21.7% | +18.3% |
| 1Y | +25.8% | -2.7% | +28.5% | +24.9% |
| 3Y | +68.7% | +7.3% | +61.4% | +61.2% |
| All | +68.7% | +4.4% | +64.3% | +61.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling