+57.2%
VZ vs VTV
+76.7%
-19.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.1% | 0.0% |
| 7D | +2.2% | -0.5% | +2.8% | +2.4% |
| 30D | +10.6% | +3.1% | +7.5% | +9.1% |
| 3M | -0.6% | +1.8% | -2.4% | -1.4% |
| 6M | +0.7% | +10.9% | -10.1% | -3.6% |
| YTD | +20.6% | +20.9% | -0.2% | +11.0% |
| 1Y | +22.7% | +24.6% | -1.9% | +11.3% |
| 3Y | +57.2% | +78.6% | -21.3% | +25.3% |
| All | +57.2% | +76.7% | -19.5% | +25.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling