+73.2%
MSFT vs VTI
+72.9%
+0.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | +0.1% | +0.1% |
| 7D | -1.0% | -0.4% | -0.7% | -0.6% |
| 30D | -2.7% | -1.6% | -1.1% | -0.9% |
| 3M | +22.1% | +3.6% | +18.5% | +17.6% |
| 6M | +20.6% | +13.0% | +7.5% | +5.5% |
| YTD | +2.3% | +12.7% | -10.4% | -10.2% |
| 1Y | -0.5% | +18.4% | -18.9% | -17.5% |
| 3Y | +50.5% | +76.4% | -25.9% | -22.0% |
| All | +73.2% | +72.9% | +0.4% | -8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling