+2,723.0%
VRT vs VTI
+198.1%
+2,524.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.7% | +4.8% |
| 7D | +9.1% | +0.1% | +9.0% | +9.0% |
| 30D | +0.9% | 0.0% | +0.9% | +0.9% |
| 3M | -13.4% | +2.0% | -15.4% | -14.7% |
| 6M | +11.7% | +13.0% | -1.3% | -4.2% |
| YTD | +73.2% | +13.9% | +59.3% | +47.5% |
| 1Y | +123.4% | +20.0% | +103.4% | +79.1% |
| 3Y | +606.2% | +75.8% | +530.4% | +280.0% |
| 5Y | +899.9% | +73.8% | +826.0% | +461.7% |
| All | +2,723.0% | +198.1% | +2,524.9% | +949.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling