+934.5%
VTI vs FE
+368.9%
+565.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -0.4% | -0.5% | +0.1% | -0.3% |
| 30D | -3.2% | +4.3% | -7.6% | -4.8% |
| 3M | -2.9% | +0.4% | -3.3% | -3.2% |
| 6M | +2.4% | +6.9% | -4.6% | -0.5% |
| YTD | +11.2% | +8.0% | +3.2% | +7.4% |
| 1Y | +11.6% | +4.8% | +6.8% | +8.9% |
| 3Y | +76.6% | +49.0% | +27.6% | +48.9% |
| 5Y | +65.3% | +46.2% | +19.1% | +39.0% |
| 10Y | +289.1% | +120.9% | +168.2% | +165.3% |
| All | +934.5% | +368.9% | +565.6% | +448.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling