+74.6%
VTI vs MP
+58.1%
+16.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.5% |
| 7D | +0.1% | -2.9% | +2.9% | +0.4% |
| 30D | 0.0% | +13.8% | -13.8% | -1.5% |
| 3M | +2.0% | -16.7% | +18.7% | +3.4% |
| 6M | +13.0% | -11.5% | +24.5% | +13.0% |
| YTD | +13.9% | +7.9% | +6.0% | +11.0% |
| 1Y | +20.0% | -15.0% | +35.0% | +18.3% |
| 3Y | +75.8% | +153.5% | -77.7% | +39.9% |
| All | +74.6% | +58.1% | +16.5% | +47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling