+289.6%
VTI vs TPR
+364.3%
-74.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | +2.5% | -0.3% | +2.8% | +2.6% |
| 30D | -1.5% | +15.1% | -16.6% | -5.0% |
| 3M | -3.2% | +3.5% | -6.7% | -4.4% |
| 6M | +2.3% | +0.4% | +1.9% | +0.9% |
| YTD | +11.6% | +4.6% | +7.0% | +8.2% |
| 1Y | +13.8% | +33.1% | -19.3% | +3.8% |
| 3Y | +77.4% | +396.0% | -318.6% | +12.9% |
| 5Y | +64.6% | +230.3% | -165.7% | +12.3% |
| All | +289.6% | +364.3% | -74.7% | +119.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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