+294.5%
VTI vs ED
+109.0%
+185.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.4% |
| 7D | -2.0% | -1.9% | -0.2% | -1.6% |
| 30D | -1.9% | +0.1% | -2.0% | -2.0% |
| 3M | +4.5% | 0.0% | +4.5% | +4.4% |
| 6M | +12.6% | -2.5% | +15.1% | +12.9% |
| YTD | +12.0% | +10.1% | +1.9% | +8.6% |
| 1Y | +17.3% | +13.6% | +3.8% | +12.6% |
| 3Y | +75.3% | +32.4% | +42.9% | +57.6% |
| 5Y | +74.0% | +69.9% | +4.1% | +43.0% |
| All | +294.5% | +109.0% | +185.5% | +215.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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