+503.0%
MA vs VTI
+305.0%
+198.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -0.2% |
| 7D | -1.7% | -0.9% | -0.8% | -0.8% |
| 30D | +1.7% | -1.4% | +3.1% | +3.2% |
| 3M | +17.2% | +3.6% | +13.6% | +12.4% |
| 6M | +13.3% | +13.6% | -0.3% | -2.3% |
| YTD | +0.2% | +12.9% | -12.7% | -13.2% |
| 1Y | -2.7% | +17.2% | -19.9% | -19.4% |
| 3Y | +39.1% | +75.7% | -36.6% | -29.1% |
| 5Y | +68.8% | +75.4% | -6.7% | -13.8% |
| All | +503.0% | +305.0% | +198.0% | +19.1% |
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