+302.5%
VTI vs FIX
+5,928.8%
-5,626.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.1% |
| 7D | -0.4% | +3.5% | -3.9% | -1.2% |
| 30D | -1.6% | -3.5% | +1.9% | -1.0% |
| 3M | +3.6% | -11.8% | +15.3% | +5.4% |
| 6M | +13.0% | +17.8% | -4.8% | +6.3% |
| YTD | +12.7% | +73.3% | -60.6% | -4.6% |
| 1Y | +18.4% | +128.1% | -109.7% | -7.8% |
| 3Y | +76.4% | +772.7% | -696.2% | -11.9% |
| 5Y | +73.7% | +2,166.4% | -2,092.8% | -36.1% |
| 10Y | +302.5% | +6,034.5% | -5,731.9% | +15.1% |
| All | +302.5% | +5,928.8% | -5,626.3% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded FIX 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling