+73.7%
VTI vs EW
-29.9%
+103.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -0.4% | -5.1% | +4.8% | +0.9% |
| 30D | -1.6% | -6.4% | +4.8% | -0.1% |
| 3M | +3.6% | -1.6% | +5.1% | +3.8% |
| 6M | +13.0% | +2.3% | +10.7% | +12.0% |
| YTD | +12.7% | +1.1% | +11.6% | +11.8% |
| 1Y | +18.4% | +8.0% | +10.4% | +15.4% |
| 3Y | +76.4% | +16.3% | +60.1% | +61.1% |
| 5Y | +73.7% | -29.4% | +103.1% | +84.1% |
| All | +73.7% | -29.9% | +103.6% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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