+584.1%
MA vs VTI
+290.9%
+293.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | -0.5% | +3.4% | -3.9% | -4.0% |
| 30D | +7.9% | -2.3% | +10.2% | +10.3% |
| 3M | +16.8% | -2.2% | +18.9% | +19.1% |
| 6M | +31.0% | +3.3% | +27.7% | +25.2% |
| YTD | +15.0% | +12.1% | +3.0% | +0.1% |
| 1Y | +17.0% | +12.2% | +4.8% | +1.6% |
| 3Y | +68.5% | +78.0% | -9.6% | -15.9% |
| 5Y | +85.0% | +65.2% | +19.7% | +1.2% |
| All | +584.1% | +290.9% | +293.2% | +23.5% |
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