+17.2%
VTI vs SE
-45.5%
+62.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.2% | +0.9% |
| 7D | -0.9% | -5.2% | +4.3% | -0.5% |
| 30D | -1.4% | -17.1% | +15.6% | +0.1% |
| 3M | +3.6% | +24.0% | -20.4% | +1.0% |
| 6M | +13.6% | +21.0% | -7.4% | +10.5% |
| YTD | +12.9% | -16.7% | +29.6% | +13.6% |
| 1Y | +17.2% | -45.9% | +63.2% | +23.1% |
| All | +17.2% | -45.5% | +62.7% | +23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling