+74.0%
VTI vs TMF
-87.6%
+161.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +0.6% | +1.0% | -0.3% | +0.6% |
| 30D | -1.1% | -1.8% | +0.8% | -1.0% |
| 3M | +3.9% | -8.2% | +12.1% | +4.2% |
| 6M | +14.6% | -19.5% | +34.1% | +15.4% |
| YTD | +13.3% | -16.0% | +29.3% | +13.9% |
| 1Y | +19.2% | -22.5% | +41.7% | +20.0% |
| 3Y | +77.4% | -42.3% | +119.7% | +78.3% |
| 5Y | +74.0% | -87.7% | +161.7% | +64.5% |
| All | +74.0% | -87.6% | +161.7% | +64.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling