+64.6%
VTI vs AG
0.0%
+64.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.2% |
| 7D | +2.5% | -10.0% | +12.5% | +3.6% |
| 30D | -1.5% | -10.5% | +9.0% | -0.6% |
| 3M | -3.2% | -27.3% | +24.1% | -0.6% |
| 6M | +2.3% | -43.0% | +45.3% | +7.0% |
| YTD | +11.6% | -17.9% | +29.5% | +11.3% |
| 1Y | +13.8% | +11.9% | +1.9% | +9.7% |
| 3Y | +77.4% | +201.8% | -124.4% | +47.6% |
| All | +64.6% | 0.0% | +64.6% | +59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling