+74.0%
VTI vs DOW
-36.0%
+110.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.8% |
| 7D | -2.0% | -2.4% | +0.4% | -1.5% |
| 30D | -1.9% | -4.1% | +2.1% | -1.2% |
| 3M | +4.5% | -12.4% | +17.0% | +7.3% |
| 6M | +12.6% | -10.6% | +23.2% | +13.2% |
| YTD | +12.0% | +31.1% | -19.1% | -0.2% |
| 1Y | +17.3% | +30.5% | -13.2% | +3.8% |
| 3Y | +75.3% | -34.4% | +109.7% | +93.1% |
| 5Y | +74.0% | -35.5% | +109.5% | +90.5% |
| All | +74.0% | -36.0% | +110.0% | +90.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling