+954.4%
VTI vs IT
+1,697.8%
-743.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -7.4% | +6.9% | +1.6% |
| 7D | +0.6% | -9.1% | +9.8% | +3.3% |
| 30D | -1.1% | -7.0% | +5.9% | +0.6% |
| 3M | +3.9% | +7.6% | -3.7% | -0.7% |
| 6M | +14.6% | +2.1% | +12.5% | +10.1% |
| YTD | +13.3% | -31.6% | +44.9% | +21.5% |
| 1Y | +19.2% | -29.9% | +49.1% | +25.9% |
| 3Y | +77.4% | -51.3% | +128.7% | +104.5% |
| 5Y | +74.0% | -44.8% | +118.8% | +90.1% |
| 10Y | +294.6% | +91.4% | +203.3% | +178.8% |
| All | +954.4% | +1,697.8% | -743.4% | +263.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling