+193.6%
VTI vs FOXA
+92.4%
+101.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.3% | +0.5% |
| 7D | -0.9% | +0.8% | -1.7% | -1.1% |
| 30D | -1.4% | +5.0% | -6.5% | -3.0% |
| 3M | +3.6% | -3.0% | +6.6% | +3.4% |
| 6M | +13.6% | +14.8% | -1.2% | +7.2% |
| YTD | +12.9% | -8.9% | +21.8% | +14.3% |
| 1Y | +17.2% | +13.3% | +3.9% | +10.1% |
| 3Y | +75.7% | +115.4% | -39.7% | +32.1% |
| 5Y | +75.4% | +95.3% | -19.8% | +34.0% |
| All | +193.6% | +92.4% | +101.2% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 10y: compounded portfolio wealth divided by compounded FOXA 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…
10y analysis · Full analysis span regression · 6 months rolling