+954.4%
VTI vs EW
+4,285.3%
-3,330.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +3.0% | +0.4% |
| 7D | +0.6% | -4.4% | +5.1% | +1.9% |
| 30D | -1.1% | -3.3% | +2.2% | -0.2% |
| 3M | +3.9% | +1.0% | +2.9% | +3.4% |
| 6M | +14.6% | +6.2% | +8.4% | +12.2% |
| YTD | +13.3% | +1.7% | +11.6% | +12.1% |
| 1Y | +19.2% | +8.1% | +11.0% | +15.6% |
| 3Y | +77.4% | +17.1% | +60.3% | +61.7% |
| 5Y | +74.0% | -29.4% | +103.4% | +80.3% |
| 10Y | +294.6% | +121.7% | +172.9% | +186.8% |
| All | +954.4% | +4,285.3% | -3,330.9% | +197.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling