+75.0%
VTI vs BN
+33.2%
+41.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | -0.9% | -5.2% | +4.3% | +1.4% |
| 30D | -1.4% | -14.5% | +13.0% | +5.4% |
| 3M | +3.6% | -15.0% | +18.6% | +11.0% |
| 6M | +13.6% | -5.4% | +19.0% | +15.5% |
| YTD | +12.9% | -16.4% | +29.4% | +20.7% |
| 1Y | +17.2% | -16.2% | +33.5% | +24.7% |
| 3Y | +75.7% | +67.5% | +8.2% | +32.2% |
| All | +75.0% | +33.2% | +41.9% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 5y: compounded portfolio wealth divided by compounded BN 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…
5y analysis · Full analysis span regression · 6 months rolling