+8,334.6%
TSM vs VTI
+964.9%
+7,369.7%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.2% | +3.2% |
| 7D | +2.7% | +0.1% | +2.6% | +2.6% |
| 30D | +3.6% | 0.0% | +3.6% | +3.6% |
| 3M | -3.4% | +2.0% | -5.4% | -4.9% |
| 6M | +20.6% | +13.0% | +7.7% | +5.5% |
| YTD | +41.9% | +13.9% | +27.9% | +23.1% |
| 1Y | +84.4% | +20.0% | +64.4% | +51.0% |
| 3Y | +380.2% | +75.8% | +304.4% | +156.7% |
| 5Y | +275.3% | +73.8% | +201.5% | +104.1% |
| 10Y | +1,751.4% | +297.5% | +1,453.9% | +265.6% |
| All | +8,334.6% | +964.9% | +7,369.7% | +367.8% |
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