+77.4%
VTI vs CFG
+193.0%
-115.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.6% | -0.2% |
| 7D | +0.6% | +2.7% | -2.0% | -0.1% |
| 30D | -1.1% | -3.7% | +2.6% | 0.0% |
| 3M | +3.9% | +9.5% | -5.6% | +0.9% |
| 6M | +14.6% | +22.2% | -7.6% | +7.4% |
| YTD | +13.3% | +22.3% | -9.0% | +5.8% |
| 1Y | +19.2% | +39.4% | -20.3% | +6.6% |
| 3Y | +77.4% | +188.5% | -111.1% | +29.5% |
| All | +77.4% | +193.0% | -115.6% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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