+67.4%
VTI vs NET
+36.7%
+30.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.1% | +1.9% |
| 7D | -0.6% | -16.4% | +15.8% | +1.9% |
| 30D | -1.0% | -25.8% | +24.9% | +3.1% |
| 3M | -0.8% | -11.5% | +10.8% | +0.2% |
| 6M | +7.1% | +18.9% | -11.9% | +2.3% |
| YTD | +13.4% | +35.2% | -21.8% | +4.9% |
| 1Y | +14.9% | +14.5% | +0.5% | +9.0% |
| 3Y | +81.8% | +313.8% | -232.0% | +36.6% |
| 5Y | +67.4% | +32.6% | +34.8% | +28.9% |
| All | +67.4% | +36.7% | +30.6% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 5y: compounded portfolio wealth divided by compounded NET 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…
5y analysis · Full analysis span regression · 6 months rolling