+297.8%
VTI vs MO
+114.7%
+183.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | -1.4% | +7.1% | -8.6% | -3.3% |
| 3M | +3.6% | -2.0% | +5.6% | +3.6% |
| 6M | +13.6% | +7.3% | +6.3% | +10.1% |
| YTD | +12.9% | +23.5% | -10.5% | +4.6% |
| 1Y | +17.2% | +11.0% | +6.2% | +11.9% |
| 3Y | +75.7% | +95.0% | -19.3% | +36.5% |
| 5Y | +75.4% | +100.6% | -25.2% | +32.9% |
| All | +297.8% | +114.7% | +183.1% | +171.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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