+67.7%
V vs VTI
+73.1%
-5.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | -2.9% | -0.4% | -2.6% | -2.6% |
| 30D | +1.9% | -1.6% | +3.5% | +3.1% |
| 3M | +13.2% | +3.6% | +9.7% | +9.8% |
| 6M | +16.7% | +13.0% | +3.7% | +5.0% |
| YTD | +5.4% | +12.7% | -7.3% | -5.0% |
| 1Y | +7.7% | +18.4% | -10.7% | -7.0% |
| 3Y | +52.0% | +76.4% | -24.4% | -8.6% |
| 5Y | +67.7% | +73.7% | -6.0% | +2.2% |
| All | +67.7% | +73.1% | -5.4% | +2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling