+54.0%
VTI vs AS
+134.9%
-80.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | -2.6% | +6.9% | -9.5% | -3.6% |
| 30D | -5.0% | +16.0% | -21.0% | -7.3% |
| 3M | -4.3% | -12.8% | +8.6% | -2.3% |
| 6M | +0.6% | -15.4% | +15.9% | +2.8% |
| YTD | +8.9% | -15.7% | +24.6% | +10.9% |
| 1Y | +11.1% | +6.1% | +5.1% | +8.9% |
| All | +54.0% | +134.9% | -80.8% | +36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling