+17.3%
VTI vs CB
+23.6%
-6.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -2.0% | -2.8% | +0.7% | -2.4% |
| 30D | -1.9% | -2.4% | +0.5% | -2.3% |
| 3M | +4.5% | +2.8% | +1.8% | +5.0% |
| 6M | +12.6% | +4.8% | +7.8% | +13.6% |
| YTD | +12.0% | +9.2% | +2.8% | +13.3% |
| 1Y | +17.3% | +22.8% | -5.5% | +19.3% |
| All | +17.3% | +23.6% | -6.2% | +19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling