+294.5%
VTI vs STM
+660.7%
-366.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.2% |
| 7D | -2.0% | -1.1% | -1.0% | -1.8% |
| 30D | -1.9% | -7.8% | +5.9% | 0.0% |
| 3M | +4.5% | -28.2% | +32.7% | +12.0% |
| 6M | +12.6% | +52.0% | -39.4% | -3.7% |
| YTD | +12.0% | +96.4% | -84.4% | -11.6% |
| 1Y | +17.3% | +98.8% | -81.5% | -8.5% |
| 3Y | +75.3% | +18.3% | +57.1% | +51.2% |
| 5Y | +74.0% | +17.7% | +56.3% | +44.9% |
| All | +294.5% | +660.7% | -366.1% | +117.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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