+715.8%
VTV vs MTB
+410.6%
+305.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -0.7% | +1.1% | -1.7% | -1.1% |
| 30D | -0.5% | -4.6% | +4.1% | +1.3% |
| 3M | +5.3% | +6.3% | -1.0% | +2.6% |
| 6M | +12.9% | +15.6% | -2.7% | +6.2% |
| YTD | +18.5% | +20.6% | -2.1% | +9.4% |
| 1Y | +25.3% | +22.5% | +2.7% | +14.7% |
| 3Y | +68.2% | +114.4% | -46.2% | +19.9% |
| 5Y | +80.6% | +101.9% | -21.3% | +26.6% |
| 10Y | +232.9% | +170.4% | +62.5% | +90.3% |
| All | +715.8% | +410.6% | +305.2% | +219.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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