+310.5%
T vs VTI
+943.4%
-632.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | +2.5% | +2.5% | 0.0% | +0.8% |
| 30D | -3.8% | -1.5% | -2.2% | -3.0% |
| 3M | -8.7% | -3.2% | -5.6% | -7.0% |
| 6M | -8.1% | +2.3% | -10.4% | -10.3% |
| YTD | -6.4% | +11.6% | -18.1% | -14.6% |
| 1Y | -9.8% | +13.8% | -23.5% | -18.8% |
| 3Y | +65.5% | +77.4% | -11.9% | +4.4% |
| 5Y | +57.0% | +64.6% | -7.6% | +2.4% |
| 10Y | +60.8% | +290.6% | -229.8% | -48.0% |
| All | +310.5% | +943.4% | -632.9% | -48.1% |
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