+1,003.0%
BE vs VTI
+193.1%
+809.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.8% | +5.9% | +5.0% |
| 7D | +9.0% | -0.9% | +9.9% | +11.1% |
| 30D | +16.3% | -1.4% | +17.7% | +20.0% |
| 3M | +10.8% | +3.6% | +7.2% | +5.6% |
| 6M | +73.2% | +13.6% | +59.6% | +40.9% |
| YTD | +217.4% | +12.9% | +204.4% | +164.9% |
| 1Y | +309.8% | +17.2% | +292.6% | +229.1% |
| 3Y | +1,726.2% | +75.7% | +1,650.5% | +613.6% |
| 5Y | +1,306.2% | +75.4% | +1,230.7% | +503.9% |
| All | +1,003.0% | +193.1% | +809.9% | +104.3% |
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