+77.4%
VTI vs CP
+20.4%
+57.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | 0.0% | -0.4% |
| 7D | +0.6% | +2.4% | -1.8% | -0.1% |
| 30D | -1.1% | -0.5% | -0.6% | -1.0% |
| 3M | +3.9% | +1.4% | +2.5% | +3.2% |
| 6M | +14.6% | +10.3% | +4.3% | +10.4% |
| YTD | +13.3% | +24.3% | -11.0% | +4.4% |
| 1Y | +19.2% | +20.4% | -1.3% | +10.9% |
| 3Y | +77.4% | +21.8% | +55.6% | +61.0% |
| All | +77.4% | +20.4% | +57.0% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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