+943.1%
VTI vs TER
+619.0%
+324.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.3% | -0.2% |
| 7D | +3.4% | +24.0% | -20.6% | -2.4% |
| 30D | -2.3% | -30.6% | +28.4% | +6.2% |
| 3M | -2.2% | -34.5% | +32.3% | +6.8% |
| 6M | +3.3% | -26.4% | +29.6% | +5.9% |
| YTD | +12.1% | +36.4% | -24.3% | -5.8% |
| 1Y | +12.2% | +47.4% | -35.2% | -8.0% |
| 3Y | +78.0% | +202.6% | -124.5% | +11.9% |
| 5Y | +65.2% | +83.9% | -18.7% | +15.5% |
| 10Y | +292.2% | +1,068.0% | -775.8% | +54.0% |
| All | +943.1% | +619.0% | +324.1% | +207.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling