+302.5%
VTI vs MSCI
+615.8%
-313.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.8% |
| 7D | -0.4% | -1.1% | +0.7% | 0.0% |
| 30D | -1.6% | -1.2% | -0.4% | -1.3% |
| 3M | +3.6% | -8.4% | +12.0% | +6.2% |
| 6M | +13.0% | -1.0% | +14.1% | +12.0% |
| YTD | +12.7% | -2.3% | +15.0% | +11.6% |
| 1Y | +18.4% | -1.2% | +19.5% | +16.1% |
| 3Y | +76.4% | +7.9% | +68.5% | +62.9% |
| 5Y | +73.7% | -10.1% | +83.8% | +67.1% |
| 10Y | +302.5% | +631.0% | -328.5% | +78.5% |
| All | +302.5% | +615.8% | -313.3% | +78.5% |
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