+313.4%
IVV vs VTI
+295.3%
+18.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | 0.0% |
| 7D | -0.9% | -0.7% | -0.2% | -0.2% |
| 30D | -2.3% | -1.9% | -0.4% | -0.5% |
| 3M | -1.2% | -1.4% | +0.3% | +0.3% |
| 6M | +3.3% | +3.5% | -0.2% | -0.1% |
| YTD | +12.3% | +12.6% | -0.3% | 0.0% |
| 1Y | +12.5% | +12.7% | -0.2% | 0.0% |
| 3Y | +79.2% | +78.8% | +0.3% | +0.9% |
| 5Y | +75.6% | +67.2% | +8.5% | +5.6% |
| 10Y | +313.4% | +293.9% | +19.5% | +7.3% |
| All | +313.4% | +295.3% | +18.0% | +7.3% |
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