+44.8%
C vs VTI
+17.8%
+27.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.5% |
| 7D | +2.6% | -0.4% | +2.9% | +3.1% |
| 30D | +1.9% | -1.6% | +3.5% | +4.1% |
| 3M | +2.8% | +3.6% | -0.8% | -2.1% |
| 6M | +30.6% | +13.0% | +17.5% | +8.6% |
| YTD | +19.9% | +12.7% | +7.2% | +1.0% |
| All | +44.8% | +17.8% | +27.0% | +17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling