+75.0%
VTI vs EXPE
+92.3%
-17.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.5% |
| 7D | -0.9% | -5.8% | +4.9% | +0.2% |
| 30D | -1.4% | -13.6% | +12.2% | +1.2% |
| 3M | +3.6% | +25.2% | -21.6% | -1.7% |
| 6M | +13.6% | +22.3% | -8.7% | +7.8% |
| YTD | +12.9% | -0.3% | +13.2% | +11.0% |
| 1Y | +17.2% | +27.8% | -10.6% | +8.2% |
| 3Y | +75.7% | +162.4% | -86.8% | +32.8% |
| All | +75.0% | +92.3% | -17.3% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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