+573.1%
VRT vs VTI
+75.5%
+497.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.5% | -9.1% | -8.3% |
| 7D | +2.4% | -0.4% | +2.8% | +3.4% |
| 30D | -2.7% | -1.6% | -1.1% | +1.2% |
| 3M | -9.2% | +3.6% | -12.7% | -15.3% |
| 6M | -0.5% | +13.0% | -13.5% | -23.9% |
| YTD | +62.3% | +12.7% | +49.6% | +25.9% |
| 1Y | +109.6% | +18.4% | +91.2% | +47.1% |
| All | +573.1% | +75.5% | +497.6% | +123.9% |
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