+77.4%
VTI vs FE
+48.5%
+28.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | +0.6% | +0.6% | 0.0% | +0.6% |
| 30D | -1.1% | -2.1% | +1.1% | -0.9% |
| 3M | +3.9% | +2.6% | +1.3% | +3.6% |
| 6M | +14.6% | -6.8% | +21.4% | +15.4% |
| YTD | +13.3% | +6.9% | +6.4% | +12.3% |
| 1Y | +19.2% | +11.6% | +7.6% | +17.3% |
| 3Y | +77.4% | +47.7% | +29.7% | +64.5% |
| All | +77.4% | +48.5% | +28.9% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 3y: compounded portfolio wealth divided by compounded FE 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…
3y analysis · Full analysis span regression · 6 months rolling