+604.5%
XYZ vs VTV
+227.6%
+376.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.4% |
| 7D | -3.7% | -0.7% | -3.0% | -2.6% |
| 30D | +0.5% | -0.5% | +1.0% | +1.5% |
| 3M | +16.3% | +5.3% | +11.0% | +7.2% |
| 6M | +21.1% | +12.9% | +8.3% | +0.1% |
| YTD | +22.0% | +18.5% | +3.5% | -6.7% |
| 1Y | +5.2% | +25.3% | -20.1% | -26.4% |
| 3Y | +49.6% | +68.2% | -18.6% | -32.2% |
| 5Y | -68.4% | +80.6% | -149.1% | -85.8% |
| 10Y | +604.5% | +232.9% | +371.6% | +63.7% |
| All | +604.5% | +227.6% | +376.9% | +63.7% |
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