+217.6%
BAC vs VTI
+289.3%
-71.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.5% |
| 7D | +3.2% | +2.5% | +0.7% | +0.3% |
| 30D | -0.7% | -1.5% | +0.8% | +1.0% |
| 3M | -20.0% | -3.2% | -16.8% | -17.0% |
| 6M | +3.4% | +2.3% | +1.1% | +0.2% |
| YTD | -5.7% | +11.6% | -17.4% | -17.7% |
| 1Y | -1.4% | +13.8% | -15.2% | -15.8% |
| 3Y | +97.9% | +77.4% | +20.5% | -1.4% |
| 5Y | +22.9% | +64.6% | -41.6% | -32.9% |
| All | +217.6% | +289.3% | -71.6% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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