+70.6%
MA vs VTI
+79.4%
-8.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -0.5% |
| 7D | -1.8% | -0.7% | -1.1% | -1.4% |
| 30D | +11.0% | -1.9% | +12.9% | +12.2% |
| 3M | +17.9% | -1.4% | +19.3% | +18.7% |
| 6M | +33.2% | +3.5% | +29.7% | +29.6% |
| YTD | +16.5% | +12.6% | +3.9% | +6.7% |
| 1Y | +19.1% | +12.7% | +6.4% | +9.0% |
| All | +70.6% | +79.4% | -8.8% | +14.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling