+297.8%
VTI vs ALB
+78.3%
+219.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.3% | +1.5% |
| 7D | -0.9% | -6.6% | +5.7% | +0.4% |
| 30D | -1.4% | -8.1% | +6.7% | 0.0% |
| 3M | +3.6% | -25.7% | +29.3% | +9.3% |
| 6M | +13.6% | -29.5% | +43.1% | +19.8% |
| YTD | +12.9% | -16.2% | +29.1% | +13.9% |
| 1Y | +17.2% | +59.2% | -42.0% | +1.9% |
| 3Y | +75.7% | -33.7% | +109.4% | +73.9% |
| 5Y | +75.4% | -48.1% | +123.5% | +76.1% |
| All | +297.8% | +78.3% | +219.5% | +157.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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