+484.0%
V vs VTI
+289.3%
+194.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.7% |
| 7D | +0.9% | +2.5% | -1.6% | -1.5% |
| 30D | +9.0% | -1.5% | +10.5% | +10.4% |
| 3M | +16.7% | -3.2% | +19.9% | +20.1% |
| 6M | +33.4% | +2.3% | +31.1% | +29.4% |
| YTD | +22.4% | +11.6% | +10.7% | +8.5% |
| 1Y | +27.7% | +13.8% | +13.9% | +11.1% |
| 3Y | +78.0% | +77.4% | +0.6% | -3.7% |
| 5Y | +108.5% | +64.6% | +44.0% | +21.9% |
| All | +484.0% | +289.3% | +194.7% | +22.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling