+226.3%
VTV vs PR
+101.2%
+125.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.0% | -0.9% |
| 7D | +0.3% | -0.6% | +0.9% | +0.3% |
| 30D | +0.1% | +17.4% | -17.2% | -0.9% |
| 3M | +6.2% | +21.8% | -15.6% | +4.7% |
| 6M | +13.5% | +27.6% | -14.1% | +11.4% |
| YTD | +18.9% | +71.4% | -52.6% | +14.3% |
| 1Y | +25.8% | +78.3% | -52.5% | +20.5% |
| 3Y | +68.7% | +85.5% | -16.7% | +60.1% |
| 5Y | +80.3% | +422.7% | -342.3% | +59.1% |
| 10Y | +226.3% | +87.1% | +139.2% | +210.8% |
| All | +226.3% | +101.2% | +125.1% | +210.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PR 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling