+15,808.0%
MA vs VTI
+757.1%
+15,050.8%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -1.1% |
| 7D | -1.8% | -0.7% | -1.1% | -1.2% |
| 30D | +11.0% | -1.9% | +12.9% | +13.1% |
| 3M | +17.9% | -1.4% | +19.3% | +19.3% |
| 6M | +33.2% | +3.5% | +29.7% | +26.9% |
| YTD | +16.5% | +12.6% | +3.9% | +0.7% |
| 1Y | +19.1% | +12.7% | +6.4% | +2.7% |
| 3Y | +70.6% | +78.8% | -8.3% | -14.3% |
| 5Y | +92.1% | +67.2% | +24.9% | +4.1% |
| 10Y | +569.6% | +293.9% | +275.7% | +41.6% |
| All | +15,808.0% | +757.1% | +15,050.8% | +1,641.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling