-46.6%
C vs VTI
+964.9%
-1,011.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | +0.2% |
| 7D | +3.6% | +0.1% | +3.5% | +3.5% |
| 30D | +0.1% | 0.0% | 0.0% | 0.0% |
| 3M | +2.4% | +2.0% | +0.4% | -0.9% |
| 6M | +24.9% | +13.0% | +12.0% | +2.6% |
| YTD | +19.8% | +13.9% | +5.9% | -2.6% |
| 1Y | +44.9% | +20.0% | +24.9% | +8.2% |
| 3Y | +263.0% | +75.8% | +187.2% | +44.9% |
| 5Y | +129.5% | +73.8% | +55.7% | -10.8% |
| 10Y | +291.6% | +297.5% | -5.9% | -62.9% |
| All | -46.6% | +964.9% | -1,011.5% | -98.8% |
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