+77.4%
VTI vs CAPR
+42.0%
+35.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.1% | -0.5% |
| 7D | +0.6% | -9.5% | +10.1% | +0.7% |
| 30D | -1.1% | +121.5% | -122.6% | -1.6% |
| 3M | +3.9% | -65.4% | +69.3% | +4.1% |
| 6M | +14.6% | -67.5% | +82.2% | +14.9% |
| YTD | +13.3% | -68.6% | +81.9% | +13.6% |
| 1Y | +19.2% | +42.7% | -23.5% | +16.8% |
| 3Y | +77.4% | +43.4% | +34.0% | +66.5% |
| All | +77.4% | +42.0% | +35.4% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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