+297.8%
VTI vs MTCH
+208.0%
+89.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.6% |
| 7D | -0.9% | +1.3% | -2.2% | -1.1% |
| 30D | -1.4% | +15.9% | -17.3% | -4.2% |
| 3M | +3.6% | +23.3% | -19.7% | -0.8% |
| 6M | +13.6% | +40.1% | -26.5% | +6.0% |
| YTD | +12.9% | +33.6% | -20.7% | +6.1% |
| 1Y | +17.2% | +14.1% | +3.1% | +13.3% |
| 3Y | +75.7% | +1.4% | +74.3% | +69.4% |
| 5Y | +75.4% | -73.1% | +148.6% | +107.4% |
| All | +297.8% | +208.0% | +89.7% | +215.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 MTCH 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