+77.4%
VTI vs CHRW
+80.1%
-2.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +2.5% | +7.3% | -4.7% | +1.8% |
| 30D | -1.5% | -3.6% | +2.0% | -1.3% |
| 3M | -3.2% | -9.6% | +6.4% | -2.5% |
| 6M | +2.3% | -17.0% | +19.3% | +3.3% |
| YTD | +11.6% | -15.4% | +27.1% | +11.9% |
| 1Y | +13.8% | -10.0% | +23.8% | +13.2% |
| 3Y | +77.4% | +82.2% | -4.7% | +58.8% |
| All | +77.4% | +80.1% | -2.7% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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