+35.3%
W vs VTV
+67.6%
-32.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +1.0% |
| 7D | +5.9% | -0.7% | +6.6% | +7.8% |
| 30D | -3.0% | -0.5% | -2.6% | -1.7% |
| 3M | +40.3% | +5.3% | +35.0% | +23.3% |
| 6M | +32.2% | +12.9% | +19.4% | -3.6% |
| YTD | -0.3% | +18.5% | -18.8% | -36.3% |
| 1Y | +16.2% | +25.3% | -9.1% | -36.7% |
| All | +35.3% | +67.6% | -32.3% | -69.5% |
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