+79.9%
VTI vs CB
+71.0%
+8.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.5% |
| 7D | +0.2% | -1.5% | +1.7% | +0.4% |
| 30D | -2.9% | +6.5% | -9.4% | -3.4% |
| 3M | -2.6% | +4.1% | -6.7% | -2.9% |
| 6M | +2.8% | +14.4% | -11.6% | +1.2% |
| YTD | +11.6% | +17.5% | -5.9% | +9.2% |
| 1Y | +13.6% | +27.5% | -13.9% | +9.5% |
| 3Y | +79.9% | +71.6% | +8.3% | +69.4% |
| All | +79.9% | +71.0% | +8.9% | +69.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling