+954.4%
VTI vs BB
+78.2%
+876.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -0.9% |
| 7D | +0.6% | +0.5% | +0.1% | +0.6% |
| 30D | -1.1% | -12.4% | +11.3% | +0.5% |
| 3M | +3.9% | -15.3% | +19.2% | +5.2% |
| 6M | +14.6% | +128.8% | -114.2% | +0.8% |
| YTD | +13.3% | +107.7% | -94.3% | +0.8% |
| 1Y | +19.2% | +103.9% | -84.7% | +5.8% |
| 3Y | +77.4% | +72.6% | +4.8% | +54.6% |
| 5Y | +74.0% | -24.3% | +98.3% | +64.1% |
| 10Y | +294.6% | +3.1% | +291.5% | +210.2% |
| All | +954.4% | +78.2% | +876.2% | +514.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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