+942.2%
VTI vs NI
+909.2%
+33.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -2.0% | -0.6% | -1.4% | -1.8% |
| 30D | -1.9% | -1.4% | -0.5% | -1.4% |
| 3M | +4.5% | -10.6% | +15.1% | +9.6% |
| 6M | +12.6% | -9.9% | +22.5% | +17.3% |
| YTD | +12.0% | +1.2% | +10.8% | +10.6% |
| 1Y | +17.3% | +4.4% | +12.9% | +13.9% |
| 3Y | +75.3% | +68.6% | +6.7% | +34.7% |
| 5Y | +74.0% | +98.0% | -24.0% | +22.3% |
| 10Y | +300.0% | +143.6% | +156.4% | +140.6% |
| All | +942.2% | +909.2% | +33.0% | +133.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 all: compounded portfolio wealth divided by compounded NI 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…
all analysis · Full analysis span regression · 6 months rolling