+60.3%
VTI vs AS
+114.1%
-53.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.3% | -0.1% |
| 7D | +0.6% | -2.6% | +3.3% | +1.1% |
| 30D | -1.1% | -22.1% | +21.0% | +2.9% |
| 3M | +3.9% | -15.3% | +19.2% | +6.4% |
| 6M | +14.6% | -15.6% | +30.2% | +17.1% |
| YTD | +13.3% | -23.2% | +36.5% | +17.2% |
| 1Y | +19.2% | -21.7% | +40.9% | +22.6% |
| All | +60.3% | +114.1% | -53.8% | +43.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling