+75.0%
VTI vs CG
-2.7%
+77.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.4% |
| 7D | -0.9% | -9.9% | +9.0% | +2.4% |
| 30D | -1.4% | -11.7% | +10.2% | +2.3% |
| 3M | +3.6% | -4.3% | +7.9% | +4.5% |
| 6M | +13.6% | -8.8% | +22.4% | +15.8% |
| YTD | +12.9% | -26.9% | +39.8% | +23.0% |
| 1Y | +17.2% | -35.4% | +52.6% | +32.6% |
| 3Y | +75.7% | +43.0% | +32.6% | +43.7% |
| All | +75.0% | -2.7% | +77.8% | +54.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling