+67.5%
MA vs VTI
+73.8%
-6.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -1.0% |
| 7D | -1.8% | +0.6% | -2.4% | -2.3% |
| 30D | +1.4% | -1.1% | +2.5% | +2.3% |
| 3M | +17.7% | +3.9% | +13.8% | +13.5% |
| 6M | +9.7% | +14.6% | -5.0% | -3.6% |
| YTD | +0.5% | +13.3% | -12.8% | -10.8% |
| 1Y | -2.1% | +19.2% | -21.2% | -17.2% |
| 3Y | +40.1% | +77.4% | -37.3% | -21.3% |
| 5Y | +67.5% | +74.0% | -6.5% | -2.8% |
| All | +67.5% | +73.8% | -6.3% | -2.8% |
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