+12.5%
VTI vs Q
+79.8%
-67.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | +0.5% |
| 7D | -0.9% | +4.9% | -5.8% | -1.6% |
| 30D | -1.4% | -11.0% | +9.5% | +0.2% |
| 3M | +3.6% | -15.2% | +18.8% | +5.5% |
| 6M | +13.6% | +8.8% | +4.8% | +10.0% |
| YTD | +12.9% | +55.1% | -42.2% | +3.6% |
| All | +12.5% | +79.8% | -67.2% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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