+14.9%
VTI vs TE
-16.5%
+31.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.5% | +5.1% | +1.7% |
| 7D | -0.6% | +3.8% | -4.4% | -0.8% |
| 30D | -1.0% | -26.2% | +25.2% | +0.2% |
| 3M | -0.8% | -49.7% | +48.9% | +1.9% |
| 6M | +7.1% | -46.5% | +53.5% | +8.8% |
| YTD | +13.4% | -59.1% | +72.5% | +15.6% |
| 1Y | +14.9% | -25.8% | +40.7% | +11.9% |
| All | +14.9% | -16.5% | +31.4% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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