+79.9%
VTI vs TMF
-29.8%
+109.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.4% | +2.5% |
| 7D | +0.2% | +0.6% | -0.4% | +0.2% |
| 30D | -2.9% | +16.3% | -19.2% | -3.8% |
| 3M | -2.6% | -2.7% | +0.1% | -2.5% |
| 6M | +2.8% | -13.2% | +15.9% | +3.4% |
| YTD | +11.6% | -16.7% | +28.3% | +12.4% |
| 1Y | +13.6% | -22.7% | +36.4% | +14.9% |
| 3Y | +79.9% | -26.1% | +105.9% | +79.3% |
| All | +79.9% | -29.8% | +109.6% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 3y: compounded portfolio wealth divided by compounded TMF 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…
3y analysis · Full analysis span regression · 6 months rolling