+75.3%
VTI vs FITB
+128.2%
-52.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.4% |
| 7D | -0.4% | -0.4% | 0.0% | -0.2% |
| 30D | -1.6% | -5.1% | +3.6% | 0.0% |
| 3M | +3.6% | +3.5% | 0.0% | +2.2% |
| 6M | +13.0% | +17.2% | -4.2% | +6.9% |
| YTD | +12.7% | +17.6% | -4.9% | +6.0% |
| 1Y | +18.4% | +23.4% | -5.0% | +9.2% |
| All | +75.3% | +128.2% | -52.9% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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