+289.6%
VTI vs SPGI
+333.9%
-44.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.9% |
| 7D | +2.5% | +1.2% | +1.3% | +1.9% |
| 30D | -1.5% | +15.9% | -17.4% | -8.3% |
| 3M | -3.2% | +12.3% | -15.5% | -8.7% |
| 6M | +2.3% | +23.7% | -21.4% | -8.9% |
| YTD | +11.6% | -3.5% | +15.2% | +11.0% |
| 1Y | +13.8% | +0.4% | +13.4% | +10.7% |
| 3Y | +77.4% | +29.9% | +47.5% | +48.3% |
| 5Y | +64.6% | +15.2% | +49.4% | +43.7% |
| All | +289.6% | +333.9% | -44.3% | +83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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