+78.5%
VTV vs RVTY
+85.4%
-6.9%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.5% |
| 7D | +2.9% | -0.5% | +3.4% | +3.0% |
| 30D | +3.8% | +1.5% | +2.2% | +3.3% |
| 3M | +1.6% | +31.5% | -29.9% | -4.0% |
| 6M | +11.2% | +62.7% | -51.5% | +0.4% |
| YTD | +22.0% | +60.0% | -38.0% | +9.6% |
| 1Y | +24.9% | +65.7% | -40.8% | +11.1% |
| 3Y | +78.5% | +85.2% | -6.7% | +53.2% |
| All | +78.5% | +85.4% | -6.9% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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