+74.6%
VTI vs SPGI
+4.3%
+70.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | +0.7% |
| 7D | +0.6% | -2.5% | +3.1% | +1.6% |
| 30D | -1.1% | +5.4% | -6.5% | -3.4% |
| 3M | +3.9% | +9.0% | -5.1% | -0.7% |
| 6M | +14.6% | +0.8% | +13.8% | +13.1% |
| YTD | +13.3% | -12.6% | +25.9% | +18.6% |
| 1Y | +19.2% | -16.1% | +35.3% | +26.9% |
| 3Y | +77.4% | +19.0% | +58.4% | +54.4% |
| All | +74.6% | +4.3% | +70.4% | +56.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling