+302.5%
VTI vs ACWI
+226.5%
+76.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.1% |
| 7D | -0.4% | 0.0% | -0.3% | -0.3% |
| 30D | -1.6% | -0.6% | -1.0% | -1.0% |
| 3M | +3.6% | +4.3% | -0.7% | -0.9% |
| 6M | +13.0% | +12.7% | +0.3% | -0.5% |
| YTD | +12.7% | +13.9% | -1.2% | -2.0% |
| 1Y | +18.4% | +20.5% | -2.2% | -3.0% |
| 3Y | +76.4% | +76.5% | -0.1% | -3.1% |
| 5Y | +73.7% | +67.5% | +6.2% | +1.1% |
| 10Y | +302.5% | +231.8% | +70.7% | +18.0% |
| All | +302.5% | +226.5% | +76.0% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ACWI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling