+1,107.0%
VTI vs TRI
+509.5%
+597.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.1% |
| 7D | -0.9% | -7.9% | +7.0% | +2.4% |
| 30D | -1.4% | -4.5% | +3.1% | -0.1% |
| 3M | +3.6% | +22.1% | -18.5% | -7.3% |
| 6M | +13.6% | -2.8% | +16.4% | +10.3% |
| YTD | +12.9% | -23.4% | +36.3% | +20.0% |
| 1Y | +17.2% | -41.5% | +58.7% | +41.2% |
| 3Y | +75.7% | -19.2% | +94.9% | +76.4% |
| 5Y | +75.4% | -9.4% | +84.8% | +65.1% |
| 10Y | +303.3% | +195.6% | +107.7% | +109.7% |
| All | +1,107.0% | +509.5% | +597.5% | +274.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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