+75.7%
VTI vs QS
-24.6%
+100.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.7% |
| 7D | -0.9% | -3.6% | +2.7% | -0.7% |
| 30D | -1.4% | -17.2% | +15.8% | -0.2% |
| 3M | +3.6% | -27.0% | +30.6% | +5.4% |
| 6M | +13.6% | -24.6% | +38.2% | +15.0% |
| YTD | +12.9% | -49.3% | +62.2% | +16.8% |
| 1Y | +17.2% | -40.3% | +57.6% | +19.0% |
| 3Y | +75.7% | -23.8% | +99.5% | +67.3% |
| All | +75.7% | -24.6% | +100.3% | +67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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