+74.2%
VTI vs CG
+44.6%
+29.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.7% | 0.0% |
| 7D | -2.0% | -9.8% | +7.8% | +0.8% |
| 30D | -1.9% | -10.3% | +8.4% | +0.9% |
| 3M | +4.5% | -1.7% | +6.2% | +4.5% |
| 6M | +12.6% | -9.8% | +22.4% | +14.9% |
| YTD | +12.0% | -25.6% | +37.6% | +20.2% |
| 1Y | +17.3% | -32.5% | +49.9% | +29.2% |
| All | +74.2% | +44.6% | +29.6% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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