+17.2%
VTI vs SPGI
-19.0%
+36.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.8% | +0.8% |
| 7D | -0.9% | -7.4% | +6.5% | -0.5% |
| 30D | -1.4% | +0.4% | -1.8% | -1.5% |
| 3M | +3.6% | +5.3% | -1.7% | +3.2% |
| 6M | +13.6% | +1.7% | +11.9% | +13.4% |
| YTD | +12.9% | -16.4% | +29.3% | +14.4% |
| 1Y | +17.2% | -20.5% | +37.7% | +18.4% |
| All | +17.2% | -19.0% | +36.3% | +18.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling