+147.8%
VTI vs TE
-53.2%
+201.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.7% | +6.1% | -0.2% |
| 7D | -2.0% | +0.9% | -2.9% | -2.1% |
| 30D | -1.9% | -16.3% | +14.3% | -1.1% |
| 3M | +4.5% | -40.8% | +45.3% | +6.9% |
| 6M | +12.6% | -42.6% | +55.2% | +13.8% |
| YTD | +12.0% | -31.4% | +43.4% | +11.0% |
| 1Y | +17.3% | +144.9% | -127.6% | +4.1% |
| 3Y | +75.3% | -26.0% | +101.4% | +61.9% |
| 5Y | +74.0% | -48.5% | +122.5% | +61.0% |
| All | +147.8% | -53.2% | +201.0% | +136.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling