+294.5%
VTI vs SPGI
+291.9%
+2.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | +0.3% |
| 7D | -2.0% | -8.9% | +6.9% | +2.3% |
| 30D | -1.9% | +0.6% | -2.6% | -2.5% |
| 3M | +4.5% | +2.0% | +2.6% | +2.5% |
| 6M | +12.6% | +0.1% | +12.5% | +10.8% |
| YTD | +12.0% | -16.4% | +28.4% | +19.4% |
| 1Y | +17.3% | -18.9% | +36.3% | +26.4% |
| 3Y | +75.3% | +13.8% | +61.6% | +56.0% |
| 5Y | +74.0% | +0.5% | +73.5% | +62.0% |
| All | +294.5% | +291.9% | +2.6% | +96.9% |
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