+75.7%
VTI vs PBR
+99.7%
-24.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.7% | +0.9% |
| 7D | -0.9% | +5.4% | -6.3% | -1.5% |
| 30D | -1.4% | +22.9% | -24.3% | -3.7% |
| 3M | +3.6% | +19.6% | -16.0% | +1.4% |
| 6M | +13.6% | +16.5% | -2.9% | +10.9% |
| YTD | +12.9% | +86.7% | -73.7% | +1.9% |
| 1Y | +17.2% | +74.7% | -57.5% | +6.8% |
| 3Y | +75.7% | +102.6% | -26.9% | +52.1% |
| All | +75.7% | +99.7% | -24.0% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 3y: compounded portfolio wealth divided by compounded PBR 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…
3y analysis · Full analysis span regression · 6 months rolling