+42.8%
TSM vs VTI
+12.2%
+30.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -0.8% |
| 7D | +6.2% | +2.5% | +3.7% | +0.7% |
| 30D | -7.3% | -1.5% | -5.7% | -3.5% |
| 3M | -7.1% | -3.2% | -3.9% | +0.4% |
| 6M | +0.2% | +2.3% | -2.1% | -2.8% |
| YTD | +32.2% | +11.6% | +20.6% | +9.6% |
| 1Y | +42.8% | +13.8% | +29.0% | +14.9% |
| All | +42.8% | +12.2% | +30.6% | +14.9% |
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