+73.7%
VTI vs CI
+43.3%
+30.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -0.7% |
| 7D | -0.4% | -1.1% | +0.8% | -0.2% |
| 30D | -1.6% | +0.5% | -2.1% | -1.7% |
| 3M | +3.6% | -5.2% | +8.7% | +4.2% |
| 6M | +13.0% | +4.3% | +8.7% | +11.8% |
| YTD | +12.7% | +2.8% | +9.9% | +11.7% |
| 1Y | +18.4% | -5.8% | +24.2% | +18.5% |
| 3Y | +76.4% | +4.7% | +71.7% | +68.4% |
| 5Y | +73.7% | +42.7% | +31.0% | +44.9% |
| All | +73.7% | +43.3% | +30.4% | +44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling