-1.4%
BAC vs VTI
+12.2%
-13.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.3% |
| 7D | +3.2% | +2.5% | +0.7% | +1.2% |
| 30D | -0.7% | -1.5% | +0.8% | +0.4% |
| 3M | -20.0% | -3.2% | -16.8% | -18.0% |
| 6M | +3.4% | +2.3% | +1.1% | +1.3% |
| YTD | -5.7% | +11.6% | -17.4% | -15.3% |
| 1Y | -1.4% | +13.8% | -15.2% | -12.8% |
| All | -1.4% | +12.2% | -13.7% | -12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling