+297.8%
VTI vs MDY
+177.2%
+120.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.2% |
| 7D | -0.9% | -1.9% | +1.0% | +0.6% |
| 30D | -1.4% | -4.6% | +3.2% | +2.3% |
| 3M | +3.6% | -1.2% | +4.8% | +4.6% |
| 6M | +13.6% | +9.2% | +4.4% | +5.7% |
| YTD | +12.9% | +13.1% | -0.1% | +2.1% |
| 1Y | +17.2% | +13.0% | +4.2% | +5.9% |
| 3Y | +75.7% | +49.2% | +26.5% | +25.8% |
| 5Y | +75.4% | +47.2% | +28.2% | +26.4% |
| All | +297.8% | +177.2% | +120.6% | +74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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