+70.3%
T vs VTI
+305.0%
-234.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.6% |
| 7D | +1.5% | -0.9% | +2.4% | +2.0% |
| 30D | +7.5% | -1.4% | +8.9% | +8.3% |
| 3M | +14.8% | +3.6% | +11.2% | +12.5% |
| 6M | -1.7% | +13.6% | -15.4% | -8.7% |
| YTD | +8.7% | +12.9% | -4.2% | +1.1% |
| 1Y | -7.5% | +17.2% | -24.7% | -15.8% |
| 3Y | +110.2% | +75.7% | +34.6% | +46.0% |
| 5Y | +71.6% | +75.4% | -3.8% | +17.2% |
| All | +70.3% | +305.0% | -234.8% | -36.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling