+13.8%
VTI vs STM
+94.3%
-80.5%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.5% |
| 7D | +2.5% | +12.0% | -9.5% | +0.9% |
| 30D | -1.5% | -0.4% | -1.2% | -1.8% |
| 3M | -3.2% | -13.2% | +10.0% | -1.9% |
| 6M | +2.3% | -26.1% | +28.4% | +4.5% |
| YTD | +11.6% | +81.2% | -69.5% | -3.3% |
| 1Y | +13.8% | +98.3% | -84.5% | -3.3% |
| All | +13.8% | +94.3% | -80.5% | -3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling