+77.4%
VTI vs MP
+161.0%
-83.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.5% | -3.9% | -0.6% |
| 7D | +2.5% | +9.5% | -6.9% | +1.9% |
| 30D | -1.5% | -3.0% | +1.4% | -1.4% |
| 3M | -3.2% | -30.4% | +27.2% | -1.1% |
| 6M | +2.3% | -39.2% | +41.5% | +4.9% |
| YTD | +11.6% | -23.3% | +34.9% | +12.3% |
| 1Y | +13.8% | -32.6% | +46.4% | +15.2% |
| 3Y | +77.4% | +159.3% | -81.8% | +53.1% |
| All | +77.4% | +161.0% | -83.6% | +53.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling