+65.1%
VTVT vs SPY
+77.0%
-11.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.5% | -0.5% |
| 7D | -4.1% | -0.8% | -3.4% | -3.4% |
| 30D | +0.6% | -1.1% | +1.7% | +1.6% |
| 3M | +1.2% | +3.9% | -2.7% | -2.7% |
| 6M | -8.9% | +13.6% | -22.5% | -19.3% |
| YTD | -20.1% | +12.7% | -32.7% | -28.6% |
| 1Y | +59.4% | +17.5% | +41.9% | +36.8% |
| 3Y | +65.1% | +76.9% | -11.8% | +36.6% |
| All | +65.1% | +77.0% | -11.9% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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