+14.9%
VTI vs AS
+3.3%
+11.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.1% | -3.6% | +0.8% |
| 7D | -0.6% | +13.8% | -14.4% | -2.6% |
| 30D | -1.0% | +16.7% | -17.6% | -3.4% |
| 3M | -0.8% | -11.5% | +10.7% | +1.1% |
| 6M | +7.1% | -5.5% | +12.6% | +7.5% |
| YTD | +13.4% | -14.2% | +27.6% | +14.4% |
| 1Y | +14.9% | +2.1% | +12.8% | +13.7% |
| All | +14.9% | +3.3% | +11.6% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling