+938.9%
VTI vs TER
+580.3%
+358.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.4% | +5.0% | +1.0% |
| 7D | +2.5% | +14.4% | -11.8% | -1.2% |
| 30D | -1.5% | -30.6% | +29.0% | +7.0% |
| 3M | -3.2% | -39.2% | +36.0% | +7.6% |
| 6M | +2.3% | -31.3% | +33.6% | +6.7% |
| YTD | +11.6% | +29.1% | -17.4% | -4.9% |
| 1Y | +13.8% | +47.4% | -33.7% | -6.8% |
| 3Y | +77.4% | +191.2% | -113.8% | +12.5% |
| 5Y | +64.6% | +74.0% | -9.4% | +16.6% |
| 10Y | +290.6% | +1,005.1% | -714.5% | +55.5% |
| All | +938.9% | +580.3% | +358.6% | +210.9% |
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