+82.0%
SPY vs VTI
+71.8%
+10.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | -2.0% | -2.0% | 0.0% | 0.0% |
| 30D | -1.7% | -1.9% | +0.3% | +0.3% |
| 3M | +4.7% | +4.5% | +0.2% | +0.3% |
| 6M | +12.5% | +12.6% | -0.1% | +0.2% |
| YTD | +11.7% | +12.0% | -0.3% | 0.0% |
| 1Y | +17.5% | +17.3% | +0.1% | +0.5% |
| 3Y | +76.6% | +75.3% | +1.2% | +2.2% |
| 5Y | +82.0% | +74.0% | +8.0% | +5.7% |
| All | +82.0% | +71.8% | +10.2% | +5.7% |
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 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