+17.0%
MA vs VTI
+11.9%
+5.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -0.5% | +3.4% | -3.9% | -1.5% |
| 30D | +7.9% | -2.3% | +10.2% | +8.6% |
| 3M | +16.8% | -2.2% | +18.9% | +17.5% |
| 6M | +31.0% | +3.3% | +27.7% | +28.8% |
| YTD | +15.0% | +12.1% | +3.0% | +7.9% |
| 1Y | +17.0% | +12.2% | +4.8% | +9.4% |
| All | +17.0% | +11.9% | +5.1% | +9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling