+62.8%
VZ vs VTV
+232.1%
-169.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.8% |
| 7D | -1.2% | -2.1% | +0.8% | -0.1% |
| 30D | +5.7% | -1.3% | +7.0% | +6.5% |
| 3M | +8.2% | +5.6% | +2.6% | +5.0% |
| 6M | +1.7% | +12.4% | -10.7% | -4.7% |
| YTD | +28.9% | +17.6% | +11.2% | +17.6% |
| 1Y | +22.7% | +23.5% | -0.8% | +9.0% |
| 3Y | +82.7% | +67.0% | +15.7% | +36.0% |
| 5Y | +26.4% | +80.5% | -54.1% | -10.3% |
| All | +62.8% | +232.1% | -169.3% | -18.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling