+7,762.2%
TSM vs VTI
+943.4%
+6,818.8%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.2% |
| 7D | +6.2% | +2.5% | +3.7% | +3.1% |
| 30D | -7.3% | -1.5% | -5.7% | -5.0% |
| 3M | -7.1% | -3.2% | -3.9% | -2.7% |
| 6M | +0.2% | +2.3% | -2.1% | -1.0% |
| YTD | +32.2% | +11.6% | +20.6% | +18.4% |
| 1Y | +42.8% | +13.8% | +29.0% | +25.1% |
| 3Y | +330.4% | +77.4% | +253.0% | +128.9% |
| 5Y | +263.9% | +64.6% | +199.4% | +112.8% |
| 10Y | +1,580.2% | +290.6% | +1,289.6% | +241.1% |
| All | +7,762.2% | +943.4% | +6,818.8% | +350.0% |
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