+81.6%
KO vs VTI
+72.9%
+8.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | -1.1% | -2.0% | +0.9% | -0.6% |
| 30D | +1.6% | -1.9% | +3.5% | +2.0% |
| 3M | +5.8% | +4.5% | +1.2% | +4.5% |
| 6M | +14.3% | +12.6% | +1.7% | +10.5% |
| YTD | +27.3% | +12.0% | +15.3% | +23.2% |
| 1Y | +33.2% | +17.3% | +15.8% | +27.0% |
| 3Y | +64.5% | +75.3% | -10.9% | +33.2% |
| All | +81.6% | +72.9% | +8.7% | +43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling