+297.8%
VTI vs CAG
-36.2%
+333.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.9% |
| 7D | -0.9% | -5.7% | +4.8% | 0.0% |
| 30D | -1.4% | -2.4% | +1.0% | -1.1% |
| 3M | +3.6% | +9.8% | -6.2% | +1.8% |
| 6M | +13.6% | -10.8% | +24.4% | +15.3% |
| YTD | +12.9% | -10.8% | +23.7% | +14.2% |
| 1Y | +17.2% | -19.0% | +36.2% | +20.4% |
| 3Y | +75.7% | -39.7% | +115.4% | +88.1% |
| 5Y | +75.4% | -43.0% | +118.4% | +89.0% |
| All | +297.8% | -36.2% | +333.9% | +312.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 10y: compounded portfolio wealth divided by compounded CAG 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…
10y analysis · Full analysis span regression · 6 months rolling