+293.9%
VTI vs MSCI
+809.1%
-515.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.0% |
| 7D | -0.7% | -1.9% | +1.2% | 0.0% |
| 30D | -1.9% | +16.5% | -18.4% | -7.6% |
| 3M | -1.4% | +18.2% | -19.6% | -7.8% |
| 6M | +3.5% | +14.0% | -10.5% | -2.7% |
| YTD | +12.6% | +16.6% | -4.0% | +4.1% |
| 1Y | +12.7% | +14.8% | -2.1% | +4.8% |
| 3Y | +78.8% | +33.3% | +45.6% | +52.0% |
| 5Y | +67.2% | +9.1% | +58.1% | +49.5% |
| 10Y | +293.9% | +820.4% | -526.5% | +63.4% |
| All | +293.9% | +809.1% | -515.2% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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