+68.7%
VTV vs TT
+121.9%
-53.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | +0.3% | +1.6% | -1.3% | -0.1% |
| 30D | +0.1% | -7.3% | +7.5% | +1.9% |
| 3M | +6.2% | -2.6% | +8.8% | +6.5% |
| 6M | +13.5% | +5.9% | +7.6% | +11.3% |
| YTD | +18.9% | +15.4% | +3.4% | +14.1% |
| 1Y | +25.8% | +8.2% | +17.5% | +22.4% |
| 3Y | +68.7% | +122.7% | -53.9% | +43.1% |
| All | +68.7% | +121.9% | -53.1% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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