+75.3%
VTI vs BP
+37.6%
+37.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.8% |
| 7D | -0.4% | +4.0% | -4.3% | -0.8% |
| 30D | -1.6% | +7.8% | -9.4% | -2.6% |
| 3M | +3.6% | +8.4% | -4.8% | +2.3% |
| 6M | +13.0% | +15.1% | -2.0% | +9.7% |
| YTD | +12.7% | +36.4% | -23.7% | +5.1% |
| 1Y | +18.4% | +40.9% | -22.5% | +9.3% |
| All | +75.3% | +37.6% | +37.7% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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