+1,063.7%
VTI vs TMF
-69.2%
+1,132.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.4% | +2.5% |
| 7D | +0.2% | +0.6% | -0.4% | +0.3% |
| 30D | -2.9% | +16.3% | -19.2% | -1.2% |
| 3M | -2.6% | -2.7% | +0.1% | -2.8% |
| 6M | +2.8% | -13.2% | +15.9% | +1.3% |
| YTD | +11.6% | -16.7% | +28.3% | +9.6% |
| 1Y | +13.6% | -22.7% | +36.4% | +10.7% |
| 3Y | +79.9% | -26.1% | +105.9% | +77.3% |
| 5Y | +64.3% | -88.4% | +152.7% | +25.8% |
| 10Y | +291.9% | -81.8% | +373.7% | +250.7% |
| All | +1,063.7% | -69.2% | +1,132.8% | +1,228.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling