+294.5%
VTI vs STT
+267.9%
+26.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -2.0% | -1.4% | -0.7% | -1.5% |
| 30D | -1.9% | +2.2% | -4.1% | -2.8% |
| 3M | +4.5% | +18.8% | -14.3% | -2.4% |
| 6M | +12.6% | +57.9% | -45.3% | -6.1% |
| YTD | +12.0% | +51.0% | -39.0% | -5.2% |
| 1Y | +17.3% | +77.1% | -59.8% | -6.9% |
| 3Y | +75.3% | +199.8% | -124.5% | +12.3% |
| 5Y | +74.0% | +156.0% | -82.0% | +14.1% |
| All | +294.5% | +267.9% | +26.6% | +110.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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