+673.1%
VTI vs ACWI
+330.0%
+343.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -2.6% | -2.4% | -0.2% | -0.3% |
| 30D | -5.0% | -5.2% | +0.2% | 0.0% |
| 3M | -4.3% | -4.8% | +0.5% | +0.4% |
| 6M | +0.6% | -1.3% | +1.9% | +1.8% |
| YTD | +8.9% | +8.4% | +0.5% | +0.7% |
| 1Y | +11.1% | +11.0% | +0.1% | +0.4% |
| 3Y | +74.5% | +70.6% | +3.9% | +5.3% |
| 5Y | +60.1% | +55.3% | +4.8% | +6.0% |
| 10Y | +297.4% | +223.2% | +74.2% | +35.8% |
| All | +673.1% | +330.0% | +343.2% | +97.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling