+950.8%
VTI vs AU
+723.1%
+227.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.3% |
| 6M | +13.6% | +1.8% | +11.8% | +12.7% |
| YTD | +12.9% | +26.8% | -13.9% | +9.5% |
| 1Y | +17.2% | +66.7% | -49.5% | +10.8% |
| 3Y | +75.7% | +579.1% | -503.4% | +44.8% |
| 5Y | +75.4% | +689.3% | -613.9% | +40.5% |
| 10Y | +303.3% | +686.6% | -383.3% | +206.8% |
| All | +950.8% | +723.1% | +227.7% | +699.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling