+2,486.9%
VRT vs VTI
+195.4%
+2,291.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +2.4% |
| 7D | -8.4% | -0.9% | -7.5% | -7.1% |
| 30D | -10.9% | -1.4% | -9.4% | -8.8% |
| 3M | -13.7% | +3.6% | -17.3% | -17.0% |
| 6M | -4.1% | +13.6% | -17.7% | -18.4% |
| YTD | +58.7% | +12.9% | +45.8% | +37.1% |
| 1Y | +89.6% | +17.2% | +72.4% | +57.3% |
| 3Y | +558.1% | +75.7% | +482.5% | +255.7% |
| 5Y | +953.0% | +75.4% | +877.5% | +491.0% |
| All | +2,486.9% | +195.4% | +2,291.4% | +875.0% |
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 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