+218.5%
VTI vs SPOT
+216.9%
+1.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | +0.1% | +0.7% |
| 7D | -0.9% | -3.1% | +2.2% | -0.3% |
| 30D | -1.4% | +7.4% | -8.8% | -2.9% |
| 3M | +3.6% | +8.2% | -4.6% | +1.7% |
| 6M | +13.6% | +2.2% | +11.4% | +12.0% |
| YTD | +12.9% | -9.5% | +22.4% | +13.2% |
| 1Y | +17.2% | -23.8% | +41.1% | +21.4% |
| 3Y | +75.7% | +233.5% | -157.8% | +30.6% |
| 5Y | +75.4% | +112.2% | -36.8% | +34.3% |
| All | +218.5% | +216.9% | +1.6% | +97.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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