+1,199.0%
VTI vs TNA
+924.1%
+274.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.6% |
| 7D | -0.9% | -7.3% | +6.4% | +0.9% |
| 30D | -1.4% | -14.2% | +12.7% | +2.2% |
| 3M | +3.6% | -4.6% | +8.2% | +4.4% |
| 6M | +13.6% | +36.9% | -23.3% | +3.7% |
| YTD | +12.9% | +42.5% | -29.6% | +1.4% |
| 1Y | +17.2% | +45.8% | -28.5% | +3.6% |
| 3Y | +75.7% | +104.7% | -29.0% | +30.5% |
| 5Y | +75.4% | -21.7% | +97.1% | +50.2% |
| 10Y | +303.3% | +83.8% | +219.5% | +117.7% |
| All | +1,199.0% | +924.1% | +274.9% | +185.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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