+225.9%
VTI vs SE
+553.8%
-327.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.2% | +1.0% |
| 7D | -0.9% | -5.2% | +4.3% | -0.2% |
| 30D | -1.4% | -17.1% | +15.6% | +1.1% |
| 3M | +3.6% | +24.0% | -20.4% | -0.1% |
| 6M | +13.6% | +21.0% | -7.4% | +9.5% |
| YTD | +12.9% | -16.7% | +29.6% | +14.3% |
| 1Y | +17.2% | -45.9% | +63.2% | +25.9% |
| 3Y | +75.7% | +177.8% | -102.1% | +45.0% |
| 5Y | +75.4% | -67.4% | +142.8% | +82.9% |
| All | +225.9% | +553.8% | -327.9% | +111.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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