+291.1%
VTI vs ALL
+376.2%
-85.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.2% | -1.0% |
| 7D | +3.4% | 0.0% | +3.4% | +3.3% |
| 30D | -2.3% | +12.8% | -15.1% | -6.6% |
| 3M | -2.2% | +4.7% | -6.8% | -4.2% |
| 6M | +3.3% | +24.9% | -21.7% | -6.2% |
| YTD | +12.1% | +30.0% | -17.9% | -0.4% |
| 1Y | +12.2% | +29.9% | -17.7% | -0.4% |
| 3Y | +78.0% | +117.5% | -39.5% | +23.0% |
| 5Y | +65.2% | +161.7% | -96.5% | +0.6% |
| All | +291.1% | +376.2% | -85.1% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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