+26.2%
VTV vs WY
-5.4%
+31.6%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.2% | -0.2% |
| 7D | +0.5% | -2.6% | +3.1% | +1.0% |
| 30D | +1.1% | -10.9% | +12.0% | +3.0% |
| 3M | +5.9% | -6.0% | +11.9% | +6.9% |
| 6M | +11.6% | -5.6% | +17.3% | +12.4% |
| YTD | +19.8% | -1.1% | +21.0% | +19.3% |
| 1Y | +26.2% | -7.5% | +33.7% | +26.5% |
| All | +26.2% | -5.4% | +31.6% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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