+947.7%
VTI vs B
+238.1%
+709.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +1.4% |
| 7D | -0.7% | -2.7% | +2.0% | -0.5% |
| 30D | -1.9% | -4.3% | +2.4% | -1.6% |
| 3M | -1.4% | -2.3% | +0.9% | -1.4% |
| 6M | +3.5% | -16.2% | +19.7% | +4.8% |
| YTD | +12.6% | -8.8% | +21.4% | +12.7% |
| 1Y | +12.7% | +11.4% | +1.4% | +10.7% |
| 3Y | +78.8% | +174.3% | -95.5% | +60.2% |
| 5Y | +67.2% | +116.2% | -49.0% | +51.6% |
| 10Y | +293.9% | +222.7% | +71.1% | +238.1% |
| All | +947.7% | +238.1% | +709.5% | +774.2% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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