+67.2%
VTI vs TT
+137.2%
-70.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +0.9% |
| 7D | -0.7% | +3.5% | -4.2% | -2.0% |
| 30D | -1.9% | -11.0% | +9.1% | +2.5% |
| 3M | -1.4% | -12.0% | +10.6% | +3.3% |
| 6M | +3.5% | -10.4% | +13.9% | +7.1% |
| YTD | +12.6% | +9.9% | +2.7% | +6.1% |
| 1Y | +12.7% | +1.5% | +11.3% | +9.9% |
| 3Y | +78.8% | +93.7% | -14.9% | +26.1% |
| 5Y | +67.2% | +139.2% | -72.1% | -4.7% |
| All | +67.2% | +137.2% | -70.0% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 5y: compounded portfolio wealth divided by compounded TT 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…
5y analysis · Full analysis span regression · 6 months rolling