+297.8%
VTI vs IT
+103.1%
+194.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.3% | -4.4% | -0.6% |
| 7D | -0.9% | -3.7% | +2.8% | 0.0% |
| 30D | -1.4% | +0.1% | -1.5% | -1.8% |
| 3M | +3.6% | +20.7% | -17.1% | -4.0% |
| 6M | +13.6% | +12.0% | +1.6% | +6.5% |
| YTD | +12.9% | -28.8% | +41.7% | +21.4% |
| 1Y | +17.2% | -25.5% | +42.7% | +23.1% |
| 3Y | +75.7% | -48.8% | +124.4% | +104.1% |
| 5Y | +75.4% | -42.7% | +118.2% | +91.0% |
| All | +297.8% | +103.1% | +194.7% | +175.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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