+26.2%
VTV vs TPR
+18.2%
+8.1%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.2% |
| 7D | +0.5% | -2.7% | +3.2% | +0.8% |
| 30D | +1.1% | -23.3% | +24.4% | +3.9% |
| 3M | +5.9% | -12.8% | +18.7% | +6.8% |
| 6M | +11.6% | -21.7% | +33.4% | +13.7% |
| YTD | +19.8% | -3.9% | +23.7% | +19.3% |
| 1Y | +26.2% | +16.9% | +9.3% | +23.0% |
| All | +26.2% | +18.2% | +8.1% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 1y: compounded portfolio wealth divided by compounded TPR 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…
1y analysis · Full analysis span regression · 6 months rolling