+934.5%
VTI vs FIX
+36,444.7%
-35,510.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | -0.4% | -13.9% | +13.5% | +2.3% |
| 30D | -3.2% | -35.5% | +32.3% | +5.5% |
| 3M | -2.9% | -33.9% | +31.0% | +4.8% |
| 6M | +2.4% | -43.3% | +45.7% | +13.2% |
| YTD | +11.2% | +18.7% | -7.5% | +2.8% |
| 1Y | +11.6% | +13.8% | -2.2% | +3.9% |
| 3Y | +76.6% | +495.0% | -418.4% | +6.1% |
| 5Y | +65.3% | +1,049.0% | -983.8% | -16.2% |
| 10Y | +289.1% | +3,644.4% | -3,355.3% | +43.4% |
| All | +934.5% | +36,444.7% | -35,510.2% | +115.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling