+52.0%
V vs VTI
+75.5%
-23.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | -2.9% | -0.4% | -2.6% | -2.7% |
| 30D | +1.9% | -1.6% | +3.5% | +2.9% |
| 3M | +13.2% | +3.6% | +9.7% | +10.5% |
| 6M | +16.7% | +13.0% | +3.7% | +7.0% |
| YTD | +5.4% | +12.7% | -7.3% | -3.2% |
| 1Y | +7.7% | +18.4% | -10.7% | -4.7% |
| All | +52.0% | +75.5% | -23.4% | +0.3% |
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