+78.5%
VTV vs PCOR
+50.0%
+28.4%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.2% |
| 7D | +2.9% | +3.0% | -0.1% | +2.6% |
| 30D | +3.8% | +38.7% | -34.9% | +0.1% |
| 3M | +1.6% | +24.9% | -23.3% | -1.1% |
| 6M | +11.2% | +68.8% | -57.6% | +4.3% |
| YTD | +22.0% | +6.7% | +15.3% | +21.3% |
| 1Y | +24.9% | +3.0% | +21.9% | +24.9% |
| 3Y | +78.5% | +48.6% | +29.9% | +62.8% |
| All | +78.5% | +50.0% | +28.4% | +62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling