+131.6%
C vs VTI
+73.8%
+57.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.1% |
| 7D | +3.2% | +0.6% | +2.5% | +2.5% |
| 30D | +1.3% | -1.1% | +2.4% | +2.5% |
| 3M | +3.1% | +3.9% | -0.8% | -1.1% |
| 6M | +29.6% | +14.6% | +15.0% | +11.8% |
| YTD | +19.0% | +13.3% | +5.6% | +4.3% |
| 1Y | +45.6% | +19.2% | +26.5% | +21.1% |
| 3Y | +269.3% | +77.4% | +191.9% | +109.4% |
| 5Y | +131.6% | +74.0% | +57.5% | +28.6% |
| All | +131.6% | +73.8% | +57.7% | +28.6% |
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