+294.5%
VTI vs STZ
-10.3%
+304.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -1.2% |
| 7D | -2.0% | -4.1% | +2.1% | -0.8% |
| 30D | -1.9% | -7.6% | +5.6% | +0.3% |
| 3M | +4.5% | -12.3% | +16.8% | +8.4% |
| 6M | +12.6% | -16.3% | +28.9% | +17.9% |
| YTD | +12.0% | -8.4% | +20.3% | +12.9% |
| 1Y | +17.3% | -10.8% | +28.2% | +19.0% |
| 3Y | +75.3% | -49.0% | +124.3% | +112.5% |
| 5Y | +74.0% | -36.5% | +110.5% | +92.3% |
| All | +294.5% | -10.3% | +304.9% | +281.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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