-9.1%
T vs VTI
+20.9%
-30.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -2.1% |
| 7D | -1.3% | +0.1% | -1.4% | -1.2% |
| 30D | +11.4% | 0.0% | +11.3% | +11.4% |
| 3M | +14.3% | +2.0% | +12.3% | +15.5% |
| 6M | -9.3% | +13.0% | -22.2% | -5.2% |
| YTD | +7.1% | +13.9% | -6.8% | +11.8% |
| 1Y | -9.1% | +20.0% | -29.1% | -5.2% |
| All | -9.1% | +20.9% | -30.0% | -5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling