+77.4%
VTI vs TPR
+292.6%
-215.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.7% | +3.2% | +0.1% |
| 7D | +0.6% | -3.4% | +4.0% | +1.3% |
| 30D | -1.1% | -27.3% | +26.2% | +4.6% |
| 3M | +3.9% | -16.2% | +20.1% | +6.6% |
| 6M | +14.6% | -17.9% | +32.5% | +17.5% |
| YTD | +13.3% | -7.1% | +20.4% | +12.9% |
| 1Y | +19.2% | +13.6% | +5.5% | +13.2% |
| 3Y | +77.4% | +293.7% | -216.4% | +28.2% |
| All | +77.4% | +292.6% | -215.2% | +28.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling