+887.3%
SPY vs VTI
+959.0%
-71.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | 0.0% |
| 7D | +0.5% | +0.6% | -0.1% | -0.1% |
| 30D | -0.9% | -1.1% | +0.2% | +0.1% |
| 3M | +3.9% | +3.9% | 0.0% | 0.0% |
| 6M | +14.5% | +14.6% | -0.1% | +0.1% |
| YTD | +12.9% | +13.3% | -0.4% | -0.2% |
| 1Y | +19.4% | +19.2% | +0.2% | +0.4% |
| 3Y | +78.5% | +77.4% | +1.1% | +1.4% |
| 5Y | +81.8% | +74.0% | +7.7% | +5.0% |
| 10Y | +311.5% | +294.6% | +16.9% | +5.4% |
| All | +887.3% | +959.0% | -71.7% | -5.6% |
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