+73.1%
BAC vs VTI
+73.1%
-0.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +1.0% | +1.0% |
| 7D | +0.6% | -0.4% | +1.0% | +0.9% |
| 30D | -1.4% | -1.6% | +0.2% | +0.1% |
| 3M | +15.7% | +3.6% | +12.2% | +11.6% |
| 6M | +32.2% | +13.0% | +19.2% | +16.9% |
| YTD | +15.8% | +12.7% | +3.1% | +2.7% |
| 1Y | +27.3% | +18.4% | +8.9% | +7.5% |
| 3Y | +137.5% | +76.4% | +61.0% | +36.1% |
| 5Y | +73.1% | +73.7% | -0.6% | -1.2% |
| All | +73.1% | +73.1% | -0.1% | -1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling