+248.2%
VTV vs TRU
+226.0%
+22.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.1% |
| 7D | -0.7% | -6.5% | +5.8% | +1.1% |
| 30D | -0.5% | -2.5% | +2.0% | 0.0% |
| 3M | +5.3% | +10.4% | -5.1% | +1.7% |
| 6M | +12.9% | +1.6% | +11.2% | +11.0% |
| YTD | +18.5% | -9.7% | +28.2% | +19.6% |
| 1Y | +25.3% | -17.3% | +42.5% | +29.0% |
| 3Y | +68.2% | -1.8% | +70.0% | +57.0% |
| 5Y | +80.6% | -36.2% | +116.9% | +91.8% |
| 10Y | +232.9% | +143.2% | +89.7% | +130.0% |
| All | +248.2% | +226.0% | +22.2% | +126.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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