Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Topic Author
freyj6
Posts: 307 Joined: Thu Jun 19, 2014 2:09 am
Post
by freyj6 Tue Jan 12, 2021 7:28 pm
YTD
Market
VTI: 3.59%
VOO: 2.69%
SCV
AVUV: 11.95%
VIOV: 10.74%
VBR: 8.45%
Momentum
QMOM: 10.64%
VFMO: 8.11%
MTUM: 4.25%
Most of the edge is from small-cap, with a little extra from value and momentum.
*edit* numbers from close on the 31st:
Market
VTI: 2.12%
VOO: 1.30%
SCV
AVUV: 10.91%
VIOV: 9.43%
VBR: 6.68%
Momentum
QMOM: 9.11%
VFMO: 6.91%
MTUM: 3.47%
Last edited by
freyj6 on Tue Jan 12, 2021 7:56 pm, edited 1 time in total.
livesoft
Posts: 74457 Joined: Thu Mar 01, 2007 8:00 pm
Post
by livesoft Tue Jan 12, 2021 7:46 pm
What are those numbers? They are NOT year-to-date total returns!
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HippoSir
Posts: 164 Joined: Tue Jul 03, 2018 2:56 pm
Post
by HippoSir Tue Jan 12, 2021 7:48 pm
Source? Factors have done well but I'm having trouble matching them to what I see (I wanted to add multi-factor ones).
Topic Author
freyj6
Posts: 307 Joined: Thu Jun 19, 2014 2:09 am
Post
by freyj6 Tue Jan 12, 2021 7:51 pm
Guess I should have started from close on the 31st. These are from close on the 4th (the first trading day of the year).
Last edited by
freyj6 on Tue Jan 12, 2021 7:52 pm, edited 1 time in total.
