+398.4%
TSM vs VTI
+74.4%
+324.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -0.7% |
| 7D | +2.6% | -2.0% | +4.7% | +6.2% |
| 30D | +1.4% | -1.9% | +3.4% | +4.8% |
| 3M | +5.0% | +4.5% | +0.4% | -1.8% |
| 6M | +24.0% | +12.6% | +11.4% | +3.9% |
| YTD | +41.6% | +12.0% | +29.6% | +20.1% |
| 1Y | +66.2% | +17.3% | +48.8% | +31.8% |
| All | +398.4% | +74.4% | +324.1% | +126.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling