+344.0%
IBM vs VTI
+947.6%
-603.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | -0.3% | +3.4% | -3.7% | -3.0% |
| 30D | +6.8% | -2.3% | +9.0% | +8.7% |
| 3M | +4.4% | -2.2% | +6.6% | +6.2% |
| 6M | +13.2% | +3.3% | +9.9% | +10.0% |
| YTD | -15.1% | +12.1% | -27.2% | -22.8% |
| 1Y | -20.2% | +12.2% | -32.4% | -27.4% |
| 3Y | +79.3% | +78.0% | +1.3% | +11.0% |
| 5Y | +147.5% | +65.2% | +82.2% | +58.9% |
| 10Y | +140.2% | +292.2% | -152.0% | -25.7% |
| All | +344.0% | +947.6% | -603.7% | -44.7% |
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