+1,934.0%
VRT vs VTI
+192.1%
+1,741.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.0% |
| 7D | +10.5% | +2.5% | +8.0% | +6.9% |
| 30D | -9.3% | -1.5% | -7.8% | -6.3% |
| 3M | -29.6% | -3.2% | -26.4% | -25.2% |
| 6M | -45.4% | +2.3% | -47.7% | -45.7% |
| YTD | +24.8% | +11.6% | +13.2% | +10.9% |
| 1Y | +23.6% | +13.8% | +9.8% | +7.6% |
| 3Y | +379.7% | +77.4% | +302.2% | +158.8% |
| 5Y | +660.3% | +64.6% | +595.8% | +358.1% |
| All | +1,934.0% | +192.1% | +1,741.9% | +688.6% |
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