+226.3%
VTV vs PTC
+200.2%
+26.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -2.1% | -14.2% | +12.2% | +1.5% |
| 30D | -1.3% | -14.4% | +13.1% | +2.2% |
| 3M | +5.6% | -4.7% | +10.3% | +5.8% |
| 6M | +12.4% | -19.3% | +31.7% | +17.2% |
| YTD | +17.6% | -26.1% | +43.8% | +25.2% |
| 1Y | +23.5% | -37.1% | +60.6% | +36.9% |
| 3Y | +67.0% | -10.4% | +77.4% | +65.0% |
| 5Y | +80.5% | +2.5% | +78.1% | +68.6% |
| All | +226.3% | +200.2% | +26.2% | +117.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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