+738.3%
VTV vs TPR
+1,106.0%
-367.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | +2.3% | -1.1% | +3.5% | +2.6% |
| 30D | +3.8% | +15.1% | -11.3% | -0.3% |
| 3M | +1.7% | -13.4% | +15.1% | +4.7% |
| 6M | +10.9% | +1.4% | +9.5% | +8.9% |
| YTD | +21.7% | +4.8% | +17.0% | +17.5% |
| 1Y | +23.4% | +29.2% | -5.8% | +12.3% |
| 3Y | +78.0% | +403.7% | -325.7% | +6.0% |
| 5Y | +77.4% | +230.8% | -153.4% | +14.1% |
| 10Y | +230.4% | +369.2% | -138.8% | +65.0% |
| All | +738.3% | +1,106.0% | -367.7% | +165.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling