+190.8%
VTI vs DOW
-17.0%
+207.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.4% |
| 7D | -0.9% | -1.4% | +0.5% | -0.5% |
| 30D | -1.4% | -3.9% | +2.5% | -0.5% |
| 3M | +3.6% | -12.7% | +16.3% | +7.1% |
| 6M | +13.6% | -13.7% | +27.3% | +15.9% |
| YTD | +12.9% | +28.4% | -15.5% | +0.3% |
| 1Y | +17.2% | +21.8% | -4.5% | +5.0% |
| 3Y | +75.7% | -35.7% | +111.4% | +91.2% |
| 5Y | +75.4% | -36.8% | +112.3% | +89.5% |
| All | +190.8% | -17.0% | +207.8% | +145.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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