+947.7%
VTI vs ALB
+1,181.3%
-233.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.0% |
| 7D | -0.7% | +1.1% | -1.8% | -1.1% |
| 30D | -1.9% | -2.6% | +0.7% | -1.4% |
| 3M | -1.4% | -25.6% | +24.1% | +6.4% |
| 6M | +3.5% | -54.0% | +57.5% | +27.3% |
| YTD | +12.6% | -31.6% | +44.2% | +20.1% |
| 1Y | +12.7% | -6.6% | +19.3% | +9.0% |
| 3Y | +78.8% | -14.0% | +92.8% | +57.9% |
| 5Y | +67.2% | -62.5% | +129.7% | +81.8% |
| 10Y | +293.9% | +36.3% | +257.6% | +130.5% |
| All | +947.7% | +1,181.3% | -233.6% | +94.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling