+297.8%
VTI vs AG
+68.4%
+229.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.9% | +3.8% | +1.0% |
| 7D | -0.9% | -6.7% | +5.8% | -0.4% |
| 30D | -1.4% | +2.2% | -3.6% | -1.7% |
| 3M | +3.6% | +15.7% | -12.1% | +2.1% |
| 6M | +13.6% | -23.8% | +37.4% | +15.0% |
| YTD | +12.9% | +17.6% | -4.7% | +10.0% |
| 1Y | +17.2% | +88.6% | -71.4% | +9.7% |
| 3Y | +75.7% | +253.4% | -177.7% | +53.2% |
| 5Y | +75.4% | +62.4% | +13.0% | +58.1% |
| All | +297.8% | +68.4% | +229.4% | +251.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 10y: compounded portfolio wealth divided by compounded AG 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…
10y analysis · Full analysis span regression · 6 months rolling