+74.0%
VTI vs EIX
+22.7%
+51.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.4% |
| 7D | -2.0% | +0.8% | -2.8% | -2.2% |
| 30D | -1.9% | -18.8% | +16.9% | +1.2% |
| 3M | +4.5% | -19.7% | +24.2% | +7.9% |
| 6M | +12.6% | -18.2% | +30.8% | +15.4% |
| YTD | +12.0% | -1.7% | +13.7% | +9.0% |
| 1Y | +17.3% | +7.8% | +9.6% | +11.0% |
| 3Y | +75.3% | -5.6% | +81.0% | +67.1% |
| 5Y | +74.0% | +23.7% | +50.3% | +51.1% |
| All | +74.0% | +22.7% | +51.3% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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