+75.3%
VTI vs AG
+278.6%
-203.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -0.7% |
| 7D | -0.4% | -0.1% | -0.3% | -0.3% |
| 30D | -1.6% | +12.5% | -14.0% | -2.6% |
| 3M | +3.6% | +28.2% | -24.6% | +1.1% |
| 6M | +13.0% | -18.8% | +31.9% | +13.7% |
| YTD | +12.7% | +27.4% | -14.7% | +8.9% |
| 1Y | +18.4% | +132.2% | -113.8% | +8.3% |
| All | +75.3% | +278.6% | -203.3% | +49.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling