+74.0%
VTI vs P
+283.1%
-209.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.8% |
| 7D | +0.6% | +7.8% | -7.2% | -0.7% |
| 30D | -1.1% | +12.3% | -13.4% | -3.6% |
| 3M | +3.9% | +37.1% | -33.2% | -2.7% |
| 6M | +14.6% | +66.1% | -51.5% | +2.6% |
| YTD | +13.3% | +50.9% | -37.6% | +2.5% |
| 1Y | +19.2% | +27.2% | -8.1% | +9.3% |
| 3Y | +77.4% | +158.7% | -81.3% | +30.3% |
| 5Y | +74.0% | +291.1% | -217.1% | +11.5% |
| All | +74.0% | +283.1% | -209.1% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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