+960.3%
VTI vs CI
+1,006.5%
-46.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | 0.0% |
| 7D | +0.1% | +1.3% | -1.2% | -0.3% |
| 30D | 0.0% | +4.4% | -4.4% | -1.2% |
| 3M | +2.0% | +0.7% | +1.3% | +1.4% |
| 6M | +13.0% | +0.3% | +12.6% | +12.1% |
| YTD | +13.9% | +3.8% | +10.1% | +11.8% |
| 1Y | +20.0% | -5.5% | +25.5% | +19.7% |
| 3Y | +75.8% | +8.1% | +67.7% | +64.5% |
| 5Y | +73.8% | +42.8% | +31.0% | +48.3% |
| 10Y | +297.5% | +143.9% | +153.6% | +180.9% |
| All | +960.3% | +1,006.5% | -46.1% | +329.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling