+297.8%
VTI vs ETR
+296.9%
+0.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | -0.9% | -1.8% | +0.9% | -0.3% |
| 30D | -1.4% | -1.8% | +0.3% | -0.9% |
| 3M | +3.6% | -3.6% | +7.2% | +4.7% |
| 6M | +13.6% | +2.6% | +11.0% | +11.8% |
| YTD | +12.9% | +16.0% | -3.1% | +6.1% |
| 1Y | +17.2% | +20.1% | -2.9% | +8.7% |
| 3Y | +75.7% | +143.6% | -67.9% | +21.8% |
| 5Y | +75.4% | +124.4% | -48.9% | +24.1% |
| All | +297.8% | +296.9% | +0.9% | +152.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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