+82.2%
IBM vs VTI
+77.8%
+4.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.3% |
| 7D | +1.6% | +2.5% | -1.0% | -0.4% |
| 30D | +9.2% | -1.5% | +10.7% | +10.4% |
| 3M | +4.9% | -3.2% | +8.1% | +7.5% |
| 6M | +16.8% | +2.3% | +14.5% | +14.5% |
| YTD | -14.3% | +11.6% | -25.9% | -21.3% |
| 1Y | -16.7% | +13.8% | -30.5% | -24.6% |
| 3Y | +82.2% | +77.4% | +4.8% | +18.0% |
| All | +82.2% | +77.8% | +4.4% | +18.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling