+954.4%
VTI vs BAX
+46.0%
+908.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.8% | +3.2% | +0.6% |
| 7D | +0.6% | -2.4% | +3.1% | +1.4% |
| 30D | -1.1% | -9.7% | +8.6% | +2.1% |
| 3M | +3.9% | +29.3% | -25.4% | -5.2% |
| 6M | +14.6% | +40.7% | -26.0% | +1.2% |
| YTD | +13.3% | +30.3% | -17.0% | +1.4% |
| 1Y | +19.2% | +3.4% | +15.8% | +14.2% |
| 3Y | +77.4% | -32.0% | +109.4% | +88.3% |
| 5Y | +74.0% | -66.9% | +140.9% | +135.5% |
| 10Y | +294.6% | -37.1% | +331.7% | +313.3% |
| All | +954.4% | +46.0% | +908.4% | +719.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling