+78.1%
VTI vs ROL
+3.2%
+74.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.0% | -0.3% |
| 7D | +3.4% | -1.7% | +5.0% | +3.6% |
| 30D | -2.3% | +18.5% | -20.8% | -4.3% |
| 3M | -2.2% | +4.3% | -6.5% | -2.6% |
| 6M | +3.3% | -27.7% | +31.0% | +8.7% |
| YTD | +12.1% | -35.8% | +47.9% | +20.2% |
| 1Y | +12.2% | -34.1% | +46.3% | +19.6% |
| All | +78.1% | +3.2% | +74.9% | +71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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