+222.2%
VTI vs SE
+363.8%
-141.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.6% |
| 7D | +2.5% | -0.5% | +3.0% | +2.6% |
| 30D | -1.5% | -20.9% | +19.4% | +1.7% |
| 3M | -3.2% | -38.9% | +35.7% | +3.5% |
| 6M | +2.3% | -19.4% | +21.7% | +4.6% |
| YTD | +11.6% | -40.9% | +52.6% | +18.4% |
| 1Y | +13.8% | -46.2% | +60.0% | +22.2% |
| 3Y | +77.4% | +63.7% | +13.7% | +58.1% |
| 5Y | +64.6% | -77.9% | +142.5% | +81.4% |
| All | +222.2% | +363.8% | -141.5% | +118.8% |
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