+79.9%
VTI vs SLB
+2.4%
+77.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +2.3% |
| 7D | +0.2% | -3.7% | +3.9% | +1.0% |
| 30D | -2.9% | +2.9% | -5.8% | -3.5% |
| 3M | -2.6% | +0.2% | -2.8% | -3.0% |
| 6M | +2.8% | -4.4% | +7.2% | +3.1% |
| YTD | +11.6% | +33.4% | -21.8% | +2.2% |
| 1Y | +13.6% | +40.8% | -27.1% | +2.4% |
| 3Y | +79.9% | +3.2% | +76.7% | +68.9% |
| All | +79.9% | +2.4% | +77.4% | +68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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