+19.2%
VTI vs MTSI
+110.2%
-91.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.7% | -0.8% |
| 7D | +0.6% | +4.9% | -4.2% | +0.1% |
| 30D | -1.1% | -11.6% | +10.5% | 0.0% |
| 3M | +3.9% | -24.1% | +28.0% | +6.4% |
| 6M | +14.6% | +32.4% | -17.8% | +9.0% |
| YTD | +13.3% | +60.4% | -47.1% | +5.0% |
| 1Y | +19.2% | +111.0% | -91.8% | +5.7% |
| All | +19.2% | +110.2% | -91.1% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTSI.
Daily Out/Under-Performance
Portfolio return minus MTSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTSI 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MTSI 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling