+291.5%
C vs VTI
+301.7%
-10.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.3% |
| 7D | +0.3% | -2.0% | +2.3% | +2.9% |
| 30D | +2.0% | -1.9% | +4.0% | +4.6% |
| 3M | +4.4% | +4.5% | -0.2% | -1.5% |
| 6M | +28.3% | +12.6% | +15.8% | +10.2% |
| YTD | +20.5% | +12.0% | +8.5% | +4.5% |
| 1Y | +45.5% | +17.3% | +28.2% | +18.8% |
| 3Y | +274.0% | +75.3% | +198.7% | +83.1% |
| 5Y | +136.1% | +74.0% | +62.1% | +14.9% |
| All | +291.5% | +301.7% | -10.2% | -39.0% |
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