+948.7%
VTI vs CAG
+138.4%
+810.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.4% | -0.3% |
| 7D | -0.4% | -6.6% | +6.3% | +1.6% |
| 30D | -1.6% | +2.3% | -3.9% | -2.3% |
| 3M | +3.6% | +16.3% | -12.7% | -1.4% |
| 6M | +13.0% | -16.0% | +29.1% | +17.8% |
| YTD | +12.7% | -7.7% | +20.4% | +13.7% |
| 1Y | +18.4% | -16.0% | +34.4% | +22.5% |
| 3Y | +76.4% | -37.7% | +114.1% | +96.0% |
| 5Y | +73.7% | -41.2% | +114.9% | +94.1% |
| 10Y | +302.5% | -33.8% | +336.3% | +301.4% |
| All | +948.7% | +138.4% | +810.3% | +474.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling