+88.6%
VTV vs PCOR
-7.7%
+96.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.6% | +0.9% |
| 7D | -0.4% | +2.5% | -2.9% | -0.7% |
| 30D | +3.9% | +37.9% | -34.0% | +0.2% |
| 3M | +2.6% | +32.0% | -29.4% | -0.9% |
| 6M | +11.5% | +54.7% | -43.2% | +5.5% |
| YTD | +22.3% | +6.6% | +15.7% | +20.2% |
| 1Y | +24.5% | -1.7% | +26.2% | +23.6% |
| 3Y | +78.8% | +49.0% | +29.8% | +65.8% |
| 5Y | +78.6% | -12.5% | +91.2% | +66.0% |
| All | +88.6% | -7.7% | +96.4% | +76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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