+878.4%
MSFT vs VTI
+305.0%
+573.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.3% |
| 7D | -0.8% | -0.9% | +0.1% | +0.2% |
| 30D | +0.8% | -1.4% | +2.3% | +2.5% |
| 3M | +27.2% | +3.6% | +23.6% | +22.4% |
| 6M | +22.9% | +13.6% | +9.3% | +6.2% |
| YTD | +3.1% | +12.9% | -9.8% | -10.3% |
| 1Y | -0.3% | +17.2% | -17.5% | -17.0% |
| 3Y | +50.1% | +75.7% | -25.6% | -22.6% |
| 5Y | +74.6% | +75.4% | -0.8% | -8.8% |
| All | +878.4% | +305.0% | +573.3% | +101.5% |
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