+47.3%
VTV vs TEM
+60.7%
-13.4%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.8% |
| 7D | +0.3% | +3.2% | -2.9% | +0.1% |
| 30D | +0.1% | +23.5% | -23.4% | -1.2% |
| 3M | +6.2% | +32.3% | -26.1% | +4.0% |
| 6M | +13.5% | +23.0% | -9.5% | +11.2% |
| YTD | +18.9% | +8.9% | +10.0% | +17.1% |
| 1Y | +25.8% | -19.9% | +45.6% | +25.7% |
| All | +47.3% | +60.7% | -13.4% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 TEM 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