+62.5%
VUG vs VTV
+77.3%
-14.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.2% |
| 7D | +2.5% | +2.9% | -0.4% | -0.8% |
| 30D | -6.3% | +3.8% | -10.1% | -10.2% |
| 3M | -6.0% | +1.6% | -7.6% | -7.7% |
| 6M | -3.5% | +11.2% | -14.7% | -14.8% |
| YTD | +3.9% | +22.0% | -18.1% | -17.8% |
| 1Y | +5.1% | +24.9% | -19.8% | -19.2% |
| 3Y | +77.9% | +78.5% | -0.6% | -12.4% |
| All | +62.5% | +77.3% | -14.8% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 5y: compounded portfolio wealth divided by compounded VTV 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…
5y analysis · Full analysis span regression · 6 months rolling