+948.7%
VTI vs MKC
+749.0%
+199.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.2% |
| 7D | -0.4% | -4.3% | +4.0% | +1.3% |
| 30D | -1.6% | -3.1% | +1.5% | -0.5% |
| 3M | +3.6% | +6.8% | -3.3% | +0.2% |
| 6M | +13.0% | -18.3% | +31.4% | +20.9% |
| YTD | +12.7% | -23.1% | +35.7% | +22.6% |
| 1Y | +18.4% | -23.7% | +42.0% | +28.6% |
| 3Y | +76.4% | -31.0% | +107.4% | +95.3% |
| 5Y | +73.7% | -33.5% | +107.2% | +90.9% |
| 10Y | +302.5% | +30.3% | +272.2% | +202.7% |
| All | +948.7% | +749.0% | +199.7% | +234.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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