+75.0%
VTI vs AU
+686.2%
-611.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.8% |
| 7D | -0.9% | -4.3% | +3.4% | -0.5% |
| 30D | -1.4% | +7.3% | -8.8% | -2.2% |
| 3M | +3.6% | +26.3% | -22.7% | +1.2% |
| 6M | +13.6% | +1.8% | +11.8% | +12.5% |
| YTD | +12.9% | +26.8% | -13.9% | +9.6% |
| 1Y | +17.2% | +66.7% | -49.5% | +11.0% |
| 3Y | +75.7% | +579.1% | -503.4% | +44.1% |
| All | +75.0% | +686.2% | -611.2% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 5y: compounded portfolio wealth divided by compounded AU 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…
5y analysis · Full analysis span regression · 6 months rolling