+297.8%
VTI vs PTC
+205.0%
+92.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.3% |
| 7D | -0.9% | -7.3% | +6.4% | +1.5% |
| 30D | -1.4% | -11.6% | +10.2% | +2.3% |
| 3M | +3.6% | +10.5% | -6.9% | -0.8% |
| 6M | +13.6% | -17.8% | +31.4% | +19.3% |
| YTD | +12.9% | -24.9% | +37.8% | +22.0% |
| 1Y | +17.2% | -36.8% | +54.0% | +34.3% |
| 3Y | +75.7% | -8.7% | +84.4% | +72.7% |
| 5Y | +75.4% | +4.1% | +71.3% | +61.4% |
| All | +297.8% | +205.0% | +92.8% | +151.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling