+76.9%
VTV vs TPR
+419.9%
-342.9%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.2% |
| 7D | 0.0% | +12.1% | -12.0% | -1.6% |
| 30D | +3.2% | +16.7% | -13.5% | +0.9% |
| 3M | +1.7% | -17.4% | +19.0% | +4.1% |
| 6M | +11.0% | +2.3% | +8.7% | +9.8% |
| YTD | +21.0% | +7.1% | +13.9% | +18.3% |
| 1Y | +24.3% | +29.5% | -5.2% | +17.7% |
| 3Y | +76.9% | +415.0% | -338.1% | +28.1% |
| All | +76.9% | +419.9% | -342.9% | +28.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling