+94.1%
VTI vs COMP
-49.4%
+143.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.3% | +2.8% | -0.2% |
| 7D | +0.6% | +4.1% | -3.4% | +0.2% |
| 30D | -1.1% | -14.5% | +13.5% | +0.4% |
| 3M | +3.9% | +41.8% | -37.9% | -0.2% |
| 6M | +14.6% | +23.6% | -8.9% | +10.8% |
| YTD | +13.3% | +1.7% | +11.6% | +11.3% |
| 1Y | +19.2% | +12.6% | +6.6% | +15.3% |
| 3Y | +77.4% | +221.9% | -144.5% | +47.4% |
| 5Y | +74.0% | -28.1% | +102.2% | +55.0% |
| All | +94.1% | -49.4% | +143.5% | +75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 10y: compounded portfolio wealth divided by compounded COMP 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…
10y analysis · Full analysis span regression · 6 months rolling