+73.7%
VTI vs TER
+229.2%
-155.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.1% | -3.7% | -1.2% |
| 7D | -0.4% | +12.4% | -12.7% | -2.8% |
| 30D | -1.6% | +5.1% | -6.7% | -3.0% |
| 3M | +3.6% | +4.0% | -0.4% | +0.2% |
| 6M | +13.0% | +29.5% | -16.5% | +1.7% |
| YTD | +12.7% | +98.5% | -85.8% | -10.0% |
| 1Y | +18.4% | +234.1% | -215.7% | -19.0% |
| 3Y | +76.4% | +289.0% | -212.6% | +7.4% |
| 5Y | +73.7% | +228.2% | -154.5% | +6.6% |
| All | +73.7% | +229.2% | -155.5% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 5y: compounded portfolio wealth divided by compounded TER 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…
5y analysis · Full analysis span regression · 6 months rolling