+37.4%
VTI vs BIYA
-99.8%
+137.2%
-14.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +0.8% |
| 7D | -0.9% | -1.8% | +0.9% | -0.9% |
| 30D | -1.4% | -17.5% | +16.0% | -1.4% |
| 3M | +3.6% | -78.0% | +81.6% | +3.5% |
| 6M | +13.6% | -89.5% | +103.1% | +13.9% |
| YTD | +12.9% | -94.3% | +107.2% | +13.5% |
| 1Y | +17.2% | -98.6% | +115.8% | +19.9% |
| All | +37.4% | -99.8% | +137.2% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 3y: compounded portfolio wealth divided by compounded BIYA 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…
3y analysis · Full analysis span regression · 6 months rolling