-51.6%
C vs VTI
+947.6%
-999.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.6% |
| 7D | +4.7% | +3.4% | +1.4% | -0.7% |
| 30D | +0.2% | -2.3% | +2.5% | +3.8% |
| 3M | -9.3% | -2.2% | -7.2% | -6.3% |
| 6M | -0.8% | +3.3% | -4.1% | -6.1% |
| YTD | +8.5% | +12.1% | -3.6% | -9.6% |
| 1Y | +23.1% | +12.2% | +10.9% | +2.3% |
| 3Y | +220.8% | +78.0% | +142.7% | +25.3% |
| 5Y | +112.4% | +65.2% | +47.2% | -10.1% |
| 10Y | +217.9% | +292.2% | -74.2% | -69.3% |
| All | -51.6% | +947.6% | -999.3% | -98.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling