+725.0%
VTV vs PTC
+1,233.5%
-508.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.0% | +5.8% | +1.5% |
| 7D | +0.5% | -10.3% | +10.8% | +3.6% |
| 30D | +1.1% | +1.1% | 0.0% | +0.5% |
| 3M | +5.9% | +1.6% | +4.3% | +4.2% |
| 6M | +11.6% | -13.5% | +25.1% | +14.7% |
| YTD | +19.8% | -19.1% | +38.9% | +25.1% |
| 1Y | +26.2% | -33.9% | +60.1% | +39.6% |
| 3Y | +68.5% | -3.9% | +72.4% | +63.5% |
| 5Y | +79.9% | +6.0% | +73.8% | +65.5% |
| 10Y | +229.7% | +223.7% | +6.0% | +97.9% |
| All | +725.0% | +1,233.5% | -508.5% | +193.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling