+21.7%
BAC vs VTI
+66.0%
-44.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | +1.5% | +3.4% | -1.8% | -1.7% |
| 30D | -6.4% | -2.3% | -4.1% | -4.3% |
| 3M | -21.7% | -2.2% | -19.5% | -20.1% |
| 6M | +0.5% | +3.3% | -2.8% | -2.9% |
| YTD | -6.7% | +12.1% | -18.8% | -16.8% |
| 1Y | -4.7% | +12.2% | -16.9% | -15.0% |
| 3Y | +96.1% | +78.0% | +18.0% | +11.7% |
| 5Y | +21.7% | +65.2% | -43.5% | -26.6% |
| All | +21.7% | +66.0% | -44.3% | -26.6% |
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