+97.9%
VTI vs EXE
+192.2%
-94.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.8% | -0.6% |
| 7D | +0.6% | -1.8% | +2.4% | +0.9% |
| 30D | -1.1% | +6.4% | -7.5% | -2.1% |
| 3M | +3.9% | +9.2% | -5.3% | +2.2% |
| 6M | +14.6% | -7.0% | +21.6% | +15.7% |
| YTD | +13.3% | -9.5% | +22.8% | +14.6% |
| 1Y | +19.2% | +6.2% | +12.9% | +16.6% |
| 3Y | +77.4% | +20.7% | +56.7% | +68.2% |
| 5Y | +74.0% | +103.6% | -29.6% | +52.2% |
| All | +97.9% | +192.2% | -94.3% | +64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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