+7.0%
WMT vs VTV
+27.0%
-20.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -0.9% | -1.1% |
| 7D | +3.9% | +0.5% | +3.4% | +3.7% |
| 30D | -4.4% | +1.1% | -5.5% | -4.8% |
| 3M | -8.8% | +5.9% | -14.7% | -11.0% |
| 6M | -15.6% | +11.6% | -27.3% | -20.6% |
| YTD | -3.2% | +19.8% | -23.0% | -11.4% |
| 1Y | +7.0% | +26.2% | -19.2% | -2.8% |
| All | +7.0% | +27.0% | -20.0% | -2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling