+297.8%
VTI vs BAX
-38.1%
+335.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.2% |
| 7D | -0.9% | -7.9% | +7.0% | +1.3% |
| 30D | -1.4% | -11.7% | +10.2% | +1.8% |
| 3M | +3.6% | +16.2% | -12.6% | -1.3% |
| 6M | +13.6% | +32.0% | -18.4% | +3.9% |
| YTD | +12.9% | +24.7% | -11.8% | +3.8% |
| 1Y | +17.2% | -2.6% | +19.8% | +15.3% |
| 3Y | +75.7% | -35.0% | +110.7% | +89.4% |
| 5Y | +75.4% | -67.6% | +143.0% | +145.6% |
| All | +297.8% | -38.1% | +335.9% | +357.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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