+294.5%
VTI vs TAP
-50.5%
+345.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -2.0% | -5.3% | +3.2% | -0.7% |
| 30D | -1.9% | -7.4% | +5.4% | -0.2% |
| 3M | +4.5% | -4.9% | +9.5% | +5.4% |
| 6M | +12.6% | -14.2% | +26.8% | +16.3% |
| YTD | +12.0% | -14.8% | +26.8% | +15.4% |
| 1Y | +17.3% | -18.1% | +35.4% | +21.8% |
| 3Y | +75.3% | -32.7% | +108.1% | +89.7% |
| 5Y | +74.0% | -0.5% | +74.5% | +64.5% |
| All | +294.5% | -50.5% | +345.0% | +298.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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