+6.5%
MSFT vs VTI
+9.9%
-3.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.4% | +0.8% | +0.8% |
| 7D | +1.1% | -4.7% | +5.8% | +6.0% |
| 30D | +1.3% | -5.8% | +7.0% | +7.4% |
| 3M | +10.2% | -4.8% | +14.9% | +15.7% |
| 6M | +30.8% | +1.5% | +29.3% | +29.7% |
| YTD | +11.5% | +8.5% | +3.1% | +4.6% |
| 1Y | +6.5% | +9.4% | -2.9% | -0.9% |
| All | +6.5% | +9.9% | -3.3% | -0.9% |
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 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