+74.0%
VTI vs STM
+17.3%
+56.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -0.2% |
| 3M | +4.5% | -28.2% | +32.7% | +11.4% |
| 6M | +12.6% | +52.0% | -39.4% | -3.3% |
| YTD | +12.0% | +96.4% | -84.4% | -11.1% |
| 1Y | +17.3% | +98.8% | -81.5% | -8.0% |
| 3Y | +75.3% | +18.3% | +57.1% | +52.3% |
| 5Y | +74.0% | +17.7% | +56.3% | +43.2% |
| All | +74.0% | +17.3% | +56.7% | +43.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling