+913.2%
VTI vs FIX
+33,522.6%
-32,609.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.4% | -5.1% | -0.8% |
| 7D | -2.6% | -17.5% | +14.9% | +1.0% |
| 30D | -5.0% | -41.6% | +36.6% | +5.9% |
| 3M | -4.3% | -40.6% | +36.3% | +5.8% |
| 6M | +0.6% | -49.4% | +49.9% | +14.0% |
| YTD | +8.9% | +9.2% | -0.3% | +2.7% |
| 1Y | +11.1% | +6.5% | +4.7% | +5.0% |
| 3Y | +74.5% | +448.7% | -374.2% | +6.8% |
| 5Y | +60.1% | +948.7% | -888.6% | -17.1% |
| 10Y | +297.4% | +3,659.7% | -3,362.3% | +46.5% |
| All | +913.2% | +33,522.6% | -32,609.4% | +114.7% |
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