+76.9%
VTV vs MSCI
+33.6%
+43.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.1% |
| 7D | 0.0% | +2.7% | -2.6% | -0.4% |
| 30D | +3.2% | +16.2% | -13.0% | +0.8% |
| 3M | +1.7% | +17.1% | -15.4% | -0.9% |
| 6M | +11.0% | +13.0% | -2.0% | +8.4% |
| YTD | +21.0% | +15.8% | +5.2% | +17.1% |
| 1Y | +24.3% | +15.5% | +8.8% | +20.3% |
| 3Y | +76.9% | +32.3% | +44.6% | +64.7% |
| All | +76.9% | +33.6% | +43.3% | +64.7% |
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