+577.3%
VTI vs PSX
+1,159.1%
-581.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.1% | -1.0% |
| 7D | +0.6% | +2.8% | -2.2% | -0.1% |
| 30D | -1.1% | +27.8% | -28.9% | -7.5% |
| 3M | +3.9% | +42.0% | -38.1% | -5.8% |
| 6M | +14.6% | +58.1% | -43.5% | +0.3% |
| YTD | +13.3% | +105.0% | -91.7% | -8.1% |
| 1Y | +19.2% | +104.9% | -85.7% | -3.7% |
| 3Y | +77.4% | +134.1% | -56.7% | +35.0% |
| 5Y | +74.0% | +363.8% | -289.8% | +4.9% |
| 10Y | +294.6% | +370.1% | -75.5% | +118.2% |
| All | +577.3% | +1,159.1% | -581.8% | +206.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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