+954.4%
VTI vs BBWI
+369.9%
+584.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.6% | +0.2% |
| 7D | +0.6% | +1.6% | -0.9% | +0.3% |
| 30D | -1.1% | -6.2% | +5.1% | 0.0% |
| 3M | +3.9% | +4.3% | -0.4% | +1.9% |
| 6M | +14.6% | -7.2% | +21.8% | +14.2% |
| YTD | +13.3% | -3.0% | +16.3% | +11.0% |
| 1Y | +19.2% | -30.8% | +49.9% | +24.5% |
| 3Y | +77.4% | -43.4% | +120.8% | +85.0% |
| 5Y | +74.0% | -66.7% | +140.8% | +97.5% |
| 10Y | +294.6% | -55.7% | +350.3% | +252.7% |
| All | +954.4% | +369.9% | +584.5% | +239.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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