+17.3%
VTI vs STT
+75.2%
-57.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -2.0% | -1.4% | -0.7% | -1.6% |
| 30D | -1.9% | +2.2% | -4.1% | -2.6% |
| 3M | +4.5% | +18.8% | -14.3% | -1.1% |
| 6M | +12.6% | +57.9% | -45.3% | -3.3% |
| YTD | +12.0% | +51.0% | -39.0% | -3.1% |
| 1Y | +17.3% | +77.1% | -59.8% | -2.8% |
| All | +17.3% | +75.2% | -57.8% | -2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling