+2,253.5%
XLK vs VTV
+712.6%
+1,540.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +0.6% |
| 7D | +0.2% | -1.1% | +1.3% | +1.3% |
| 30D | -0.6% | -1.0% | +0.4% | +0.3% |
| 3M | +2.6% | +4.6% | -2.1% | -1.8% |
| 6M | +34.0% | +13.5% | +20.5% | +19.0% |
| YTD | +30.7% | +18.5% | +12.2% | +11.5% |
| 1Y | +39.2% | +22.9% | +16.3% | +14.7% |
| 3Y | +120.4% | +67.8% | +52.6% | +36.4% |
| 5Y | +148.8% | +81.8% | +67.0% | +45.1% |
| 10Y | +803.3% | +233.0% | +570.3% | +208.1% |
| All | +2,253.5% | +712.6% | +1,540.8% | +243.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling