+3,250.6%
COST vs VTI
+953.2%
+2,297.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | -2.8% | -0.4% | -2.4% | -2.5% |
| 30D | -5.3% | -1.6% | -3.7% | -4.2% |
| 3M | -6.7% | +3.6% | -10.2% | -9.4% |
| 6M | -9.9% | +13.0% | -23.0% | -18.3% |
| YTD | +5.1% | +12.7% | -7.6% | -4.6% |
| 1Y | -7.3% | +18.4% | -25.7% | -19.1% |
| 3Y | +70.4% | +76.4% | -6.0% | +9.1% |
| 5Y | +104.4% | +73.7% | +30.7% | +32.2% |
| 10Y | +609.0% | +302.5% | +306.5% | +135.3% |
| All | +3,250.6% | +953.2% | +2,297.4% | +351.2% |
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