+297.8%
VTI vs TKO
+989.7%
-691.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.5% | +0.8% |
| 7D | -0.9% | +2.3% | -3.2% | -1.4% |
| 30D | -1.4% | -2.5% | +1.0% | -1.1% |
| 3M | +3.6% | -10.6% | +14.2% | +5.5% |
| 6M | +13.6% | -5.1% | +18.7% | +14.1% |
| YTD | +12.9% | -8.2% | +21.1% | +13.9% |
| 1Y | +17.2% | -4.4% | +21.7% | +17.1% |
| 3Y | +75.7% | +100.4% | -24.7% | +49.2% |
| 5Y | +75.4% | +294.3% | -218.9% | +26.9% |
| All | +297.8% | +989.7% | -691.9% | +140.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 10y: compounded portfolio wealth divided by compounded TKO 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…
10y analysis · Full analysis span regression · 6 months rolling