+91.7%
BKNG vs VTI
+74.4%
+17.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.9% |
| 7D | -9.8% | -0.9% | -8.9% | -8.9% |
| 30D | -17.9% | -1.4% | -16.4% | -16.6% |
| 3M | +6.6% | +3.6% | +3.0% | +2.4% |
| 6M | +1.1% | +13.6% | -12.5% | -12.3% |
| YTD | -18.2% | +12.9% | -31.1% | -28.5% |
| 1Y | -20.2% | +17.2% | -37.4% | -33.1% |
| 3Y | +39.9% | +75.7% | -35.8% | -26.1% |
| All | +91.7% | +74.4% | +17.3% | +4.7% |
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