+2,320.5%
MSFT vs VTI
+964.9%
+1,355.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.7% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | +2.7% | 0.0% | +2.7% | +2.7% |
| 3M | +17.0% | +2.0% | +15.0% | +14.6% |
| 6M | +23.8% | +13.0% | +10.9% | +8.8% |
| YTD | +4.0% | +13.9% | -10.0% | -9.4% |
| 1Y | -0.8% | +20.0% | -20.8% | -18.3% |
| 3Y | +55.6% | +75.8% | -20.2% | -14.9% |
| 5Y | +72.9% | +73.8% | -0.9% | -2.9% |
| 10Y | +875.8% | +297.5% | +578.3% | +139.6% |
| All | +2,320.5% | +964.9% | +1,355.6% | +121.7% |
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