+75.1%
VTI vs SPOT
+111.7%
-36.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.5% | -0.3% |
| 7D | -0.4% | -6.5% | +6.2% | +0.8% |
| 30D | -1.6% | +2.2% | -3.8% | -2.1% |
| 3M | +3.6% | +5.4% | -1.8% | +2.2% |
| 6M | +13.0% | -4.0% | +17.0% | +12.8% |
| YTD | +12.7% | -9.9% | +22.6% | +13.3% |
| 1Y | +18.4% | -27.3% | +45.6% | +24.1% |
| 3Y | +76.4% | +236.4% | -160.0% | +28.5% |
| All | +75.1% | +111.7% | -36.6% | +27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling