+74.0%
VTI vs CB
+98.8%
-24.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.9% | -0.2% |
| 7D | +0.6% | -0.6% | +1.3% | +0.8% |
| 30D | -1.1% | -3.9% | +2.8% | 0.0% |
| 3M | +3.9% | +4.9% | -1.0% | +2.0% |
| 6M | +14.6% | +3.3% | +11.4% | +12.8% |
| YTD | +13.3% | +8.5% | +4.8% | +9.5% |
| 1Y | +19.2% | +22.1% | -2.9% | +10.2% |
| 3Y | +77.4% | +70.1% | +7.3% | +40.1% |
| 5Y | +74.0% | +97.4% | -23.4% | +27.4% |
| All | +74.0% | +98.8% | -24.8% | +27.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling