+297.8%
VTI vs NDAQ
+366.7%
-68.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.3% |
| 7D | -0.9% | -5.9% | +5.0% | +2.0% |
| 30D | -1.4% | -4.7% | +3.2% | +0.8% |
| 3M | +3.6% | +5.5% | -1.9% | +0.1% |
| 6M | +13.6% | +7.4% | +6.2% | +8.2% |
| YTD | +12.9% | -5.5% | +18.4% | +14.1% |
| 1Y | +17.2% | -3.7% | +20.9% | +16.9% |
| 3Y | +75.7% | +85.0% | -9.3% | +21.8% |
| 5Y | +75.4% | +49.0% | +26.5% | +33.9% |
| All | +297.8% | +366.7% | -68.9% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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