+161.0%
VTI vs MP
+459.3%
-298.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.7% |
| 7D | +0.6% | +3.0% | -2.4% | +0.4% |
| 30D | -1.1% | +8.3% | -9.4% | -2.0% |
| 3M | +3.9% | -3.8% | +7.7% | +3.8% |
| 6M | +14.6% | -4.9% | +19.5% | +13.9% |
| YTD | +13.3% | +9.6% | +3.7% | +10.6% |
| 1Y | +19.2% | -11.7% | +30.9% | +17.4% |
| 3Y | +77.4% | +158.5% | -81.1% | +47.1% |
| 5Y | +74.0% | +68.9% | +5.1% | +49.6% |
| All | +161.0% | +459.3% | -298.3% | +103.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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