+301.2%
BAC vs VTI
+964.9%
-663.7%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.4% |
| 7D | +1.1% | +0.1% | +1.0% | +0.9% |
| 30D | -0.4% | 0.0% | -0.4% | -0.5% |
| 3M | +16.9% | +2.0% | +14.9% | +12.8% |
| 6M | +26.6% | +13.0% | +13.7% | +4.6% |
| YTD | +15.8% | +13.9% | +1.8% | -5.6% |
| 1Y | +27.2% | +20.0% | +7.2% | -4.4% |
| 3Y | +132.4% | +75.8% | +56.6% | -4.0% |
| 5Y | +72.6% | +73.8% | -1.3% | -29.8% |
| 10Y | +389.7% | +297.5% | +92.3% | -48.0% |
| All | +301.2% | +964.9% | -663.7% | -87.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling