+289.6%
VTI vs CB
+250.2%
+39.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.8% |
| 7D | +2.5% | +2.9% | -0.4% | +1.4% |
| 30D | -1.5% | +7.3% | -8.8% | -4.3% |
| 3M | -3.2% | +9.4% | -12.6% | -6.8% |
| 6M | +2.3% | +19.6% | -17.3% | -5.6% |
| YTD | +11.6% | +21.5% | -9.8% | +1.9% |
| 1Y | +13.8% | +28.0% | -14.2% | +1.5% |
| 3Y | +77.4% | +74.9% | +2.6% | +35.2% |
| 5Y | +64.6% | +108.1% | -43.6% | +14.1% |
| All | +289.6% | +250.2% | +39.3% | +108.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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