+960.3%
VTI vs D
+506.4%
+453.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | +0.1% | +1.5% | -1.4% | -0.5% |
| 30D | 0.0% | -2.6% | +2.6% | +1.1% |
| 3M | +2.0% | 0.0% | +2.0% | +1.8% |
| 6M | +13.0% | +7.4% | +5.6% | +8.7% |
| YTD | +13.9% | +15.9% | -1.9% | +5.8% |
| 1Y | +20.0% | +18.1% | +1.9% | +10.0% |
| 3Y | +75.8% | +58.4% | +17.4% | +36.5% |
| 5Y | +73.8% | +5.2% | +68.6% | +61.5% |
| 10Y | +297.5% | +35.9% | +261.6% | +206.5% |
| All | +960.3% | +506.4% | +453.9% | +270.7% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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