+915.1%
MSFT vs VTI
+289.3%
+625.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | -1.3% | +2.5% | -3.8% | -4.1% |
| 30D | -1.8% | -1.5% | -0.3% | -0.1% |
| 3M | +5.6% | -3.2% | +8.8% | +9.6% |
| 6M | +29.8% | +2.3% | +27.5% | +26.6% |
| YTD | +9.0% | +11.6% | -2.6% | -3.9% |
| 1Y | +4.9% | +13.8% | -8.8% | -9.6% |
| 3Y | +46.2% | +77.4% | -31.2% | -25.6% |
| 5Y | +62.1% | +64.6% | -2.4% | -8.9% |
| All | +915.1% | +289.3% | +625.8% | +102.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling