+75.7%
VTI vs EFX
-12.2%
+87.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.3% | +0.7% |
| 7D | -0.9% | -4.5% | +3.6% | 0.0% |
| 30D | -1.4% | -6.1% | +4.6% | -0.4% |
| 3M | +3.6% | +6.2% | -2.6% | +1.5% |
| 6M | +13.6% | -11.2% | +24.8% | +15.6% |
| YTD | +12.9% | -21.4% | +34.3% | +17.9% |
| 1Y | +17.2% | -34.3% | +51.5% | +28.2% |
| 3Y | +75.7% | -12.5% | +88.2% | +75.4% |
| All | +75.7% | -12.2% | +87.9% | +75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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