+297.8%
VTI vs SPG
+64.5%
+233.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -0.9% | -1.2% | +0.3% | -0.6% |
| 30D | -1.4% | -6.1% | +4.7% | +0.2% |
| 3M | +3.6% | -3.6% | +7.2% | +4.4% |
| 6M | +13.6% | +10.4% | +3.2% | +10.2% |
| YTD | +12.9% | +14.4% | -1.5% | +8.4% |
| 1Y | +17.2% | +16.5% | +0.7% | +11.8% |
| 3Y | +75.7% | +106.8% | -31.1% | +43.0% |
| 5Y | +75.4% | +108.9% | -33.5% | +41.2% |
| All | +297.8% | +64.5% | +233.3% | +237.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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