+960.3%
VTI vs PTC
+437.2%
+523.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.0% | +5.7% | +1.2% |
| 7D | +0.1% | -10.3% | +10.4% | +2.8% |
| 30D | 0.0% | +1.1% | -1.1% | -0.5% |
| 3M | +2.0% | +1.6% | +0.4% | +0.7% |
| 6M | +13.0% | -13.5% | +26.4% | +15.7% |
| YTD | +13.9% | -19.1% | +33.0% | +18.4% |
| 1Y | +20.0% | -33.9% | +53.9% | +31.1% |
| 3Y | +75.8% | -3.9% | +79.7% | +72.8% |
| 5Y | +73.8% | +6.0% | +67.8% | +64.7% |
| 10Y | +297.5% | +223.7% | +73.7% | +177.1% |
| All | +960.3% | +437.2% | +523.1% | +414.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling