+960.3%
VTI vs A
+744.3%
+216.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.5% |
| 7D | +0.1% | -1.9% | +2.0% | +0.8% |
| 30D | 0.0% | +6.9% | -6.9% | -2.6% |
| 3M | +2.0% | +9.2% | -7.2% | -1.7% |
| 6M | +13.0% | +25.7% | -12.7% | +2.3% |
| YTD | +13.9% | +11.5% | +2.4% | +7.7% |
| 1Y | +20.0% | +18.4% | +1.6% | +10.4% |
| 3Y | +75.8% | +26.6% | +49.2% | +53.8% |
| 5Y | +73.8% | -12.8% | +86.7% | +72.2% |
| 10Y | +297.5% | +247.2% | +50.3% | +132.9% |
| All | +960.3% | +744.3% | +216.1% | +281.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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