+77.4%
VTI vs CI
+4.2%
+73.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.3% | -0.5% |
| 7D | +0.6% | -2.0% | +2.7% | +0.7% |
| 30D | -1.1% | -1.8% | +0.7% | -1.0% |
| 3M | +3.9% | -4.2% | +8.1% | +4.1% |
| 6M | +14.6% | +2.7% | +11.9% | +14.3% |
| YTD | +13.3% | +1.9% | +11.4% | +13.0% |
| 1Y | +19.2% | -6.3% | +25.4% | +19.2% |
| 3Y | +77.4% | +3.9% | +73.5% | +74.7% |
| All | +77.4% | +4.2% | +73.2% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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