+297.8%
VTI vs MTB
+173.8%
+123.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -0.9% | 0.0% | -0.9% | -0.9% |
| 30D | -1.4% | -4.8% | +3.4% | +0.1% |
| 3M | +3.6% | +6.0% | -2.4% | +1.5% |
| 6M | +13.6% | +19.6% | -6.0% | +6.7% |
| YTD | +12.9% | +21.5% | -8.6% | +5.3% |
| 1Y | +17.2% | +24.7% | -7.5% | +8.2% |
| 3Y | +75.7% | +108.6% | -32.9% | +34.6% |
| 5Y | +75.4% | +106.7% | -31.3% | +31.1% |
| All | +297.8% | +173.8% | +123.9% | +158.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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