+780.7%
GOOG vs VTI
+305.0%
+475.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.6% |
| 7D | 0.0% | -0.9% | +0.9% | +1.1% |
| 30D | -2.0% | -1.4% | -0.5% | -0.3% |
| 3M | -5.9% | +3.6% | -9.5% | -9.4% |
| 6M | +8.9% | +13.6% | -4.7% | -5.3% |
| YTD | +7.1% | +12.9% | -5.8% | -6.3% |
| 1Y | +39.7% | +17.2% | +22.5% | +17.3% |
| 3Y | +145.8% | +75.7% | +70.2% | +30.9% |
| 5Y | +138.6% | +75.4% | +63.2% | +29.1% |
| All | +780.7% | +305.0% | +475.6% | +100.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling