+65.1%
VTI vs CI
+53.0%
+12.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -0.7% |
| 7D | -0.4% | +2.6% | -3.1% | -0.8% |
| 30D | -3.2% | +7.3% | -10.6% | -4.2% |
| 3M | -2.9% | +9.5% | -12.4% | -4.2% |
| 6M | +2.4% | +6.4% | -4.0% | +1.2% |
| YTD | +11.2% | +12.0% | -0.8% | +8.8% |
| 1Y | +11.6% | +20.1% | -8.5% | +8.0% |
| 3Y | +76.6% | +9.6% | +67.0% | +69.1% |
| All | +65.1% | +53.0% | +12.1% | +35.8% |
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