+948.7%
VTI vs MDY
+887.4%
+61.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.5% | +0.3% |
| 7D | -0.4% | -0.8% | +0.4% | +0.3% |
| 30D | -1.6% | -3.9% | +2.3% | +1.7% |
| 3M | +3.6% | 0.0% | +3.6% | +3.6% |
| 6M | +13.0% | +8.5% | +4.5% | +5.4% |
| YTD | +12.7% | +13.2% | -0.5% | +1.4% |
| 1Y | +18.4% | +15.0% | +3.3% | +5.0% |
| 3Y | +76.4% | +49.6% | +26.9% | +24.6% |
| 5Y | +73.7% | +46.0% | +27.7% | +24.5% |
| 10Y | +302.5% | +176.4% | +126.1% | +64.2% |
| All | +948.7% | +887.4% | +61.3% | +35.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling