+960.3%
VTI vs ALL
+985.0%
-24.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.2% |
| 7D | +0.1% | 0.0% | +0.1% | +0.1% |
| 30D | 0.0% | -1.5% | +1.5% | +0.4% |
| 3M | +2.0% | +23.6% | -21.6% | -7.3% |
| 6M | +13.0% | +22.3% | -9.4% | +2.8% |
| YTD | +13.9% | +26.5% | -12.6% | +1.9% |
| 1Y | +20.0% | +27.0% | -7.0% | +6.6% |
| 3Y | +75.8% | +149.6% | -73.8% | +14.4% |
| 5Y | +73.8% | +118.1% | -44.2% | +16.6% |
| 10Y | +297.5% | +369.0% | -71.5% | +87.2% |
| All | +960.3% | +985.0% | -24.6% | +188.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling