+67.2%
VTI vs TER
+88.3%
-21.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.3% | -7.0% | -0.4% |
| 7D | -0.7% | +5.9% | -6.6% | -2.2% |
| 30D | -1.9% | -30.8% | +28.8% | +4.7% |
| 3M | -1.4% | -29.9% | +28.5% | +4.1% |
| 6M | +3.5% | -27.5% | +30.9% | +5.7% |
| YTD | +12.6% | +37.5% | -24.9% | -4.7% |
| 1Y | +12.7% | +50.3% | -37.5% | -7.0% |
| 3Y | +78.8% | +204.9% | -126.1% | +10.1% |
| 5Y | +67.2% | +89.2% | -22.0% | +9.5% |
| All | +67.2% | +88.3% | -21.2% | +9.5% |
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