+67.8%
VTV vs S
+13.6%
+54.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -0.7% | -1.2% | +0.6% | -0.6% |
| 30D | -0.5% | -12.6% | +12.1% | +0.4% |
| 3M | +5.3% | +27.6% | -22.3% | +2.8% |
| 6M | +12.9% | +35.5% | -22.6% | +9.1% |
| YTD | +18.5% | +29.6% | -11.1% | +14.8% |
| 1Y | +25.3% | +8.1% | +17.2% | +23.3% |
| All | +67.8% | +13.6% | +54.2% | +59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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