+960.3%
VTI vs TER
+873.3%
+87.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.5% | -5.8% | -1.7% |
| 7D | +0.1% | +0.6% | -0.5% | -0.1% |
| 30D | 0.0% | -8.3% | +8.3% | +1.8% |
| 3M | +2.0% | -12.2% | +14.2% | +2.3% |
| 6M | +13.0% | +17.1% | -4.1% | +2.3% |
| YTD | +13.9% | +84.7% | -70.7% | -9.8% |
| 1Y | +20.0% | +199.9% | -179.9% | -18.3% |
| 3Y | +75.8% | +232.8% | -157.0% | +10.2% |
| 5Y | +73.8% | +198.6% | -124.7% | +8.4% |
| 10Y | +297.5% | +1,669.7% | -1,372.3% | +42.5% |
| All | +960.3% | +873.3% | +87.1% | +194.8% |
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