+950.8%
VTI vs BBY
+567.6%
+383.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | +0.1% |
| 7D | -0.9% | +0.6% | -1.5% | -1.1% |
| 30D | -1.4% | +9.4% | -10.8% | -3.8% |
| 3M | +3.6% | +19.3% | -15.7% | -1.3% |
| 6M | +13.6% | +47.9% | -34.3% | +1.9% |
| YTD | +12.9% | +39.6% | -26.6% | +2.3% |
| 1Y | +17.2% | +22.2% | -5.0% | +9.5% |
| 3Y | +75.7% | +45.0% | +30.7% | +52.5% |
| 5Y | +75.4% | +2.6% | +72.9% | +62.2% |
| 10Y | +303.3% | +250.5% | +52.8% | +162.0% |
| All | +950.8% | +567.6% | +383.2% | +350.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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