+13,824.1%
MA vs VTI
+767.5%
+13,056.7%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.8% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | +1.5% | 0.0% | +1.5% | +1.4% |
| 3M | +20.4% | +2.0% | +18.4% | +17.2% |
| 6M | +11.1% | +13.0% | -1.8% | -3.8% |
| YTD | +2.0% | +13.9% | -12.0% | -12.7% |
| 1Y | -2.2% | +20.0% | -22.2% | -21.2% |
| 3Y | +41.9% | +75.8% | -33.9% | -27.1% |
| 5Y | +75.4% | +73.8% | +1.5% | -8.8% |
| 10Y | +527.5% | +297.5% | +230.1% | +31.8% |
| All | +13,824.1% | +767.5% | +13,056.7% | +1,409.7% |
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