+139.5%
VTI vs U
-29.6%
+169.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.2% | -5.6% | -1.0% |
| 7D | +2.5% | +2.6% | 0.0% | +2.2% |
| 30D | -1.5% | +27.6% | -29.1% | -4.6% |
| 3M | -3.2% | +15.3% | -18.5% | -5.3% |
| 6M | +2.3% | +96.4% | -94.1% | -6.5% |
| YTD | +11.6% | +19.6% | -7.9% | +6.4% |
| 1Y | +13.8% | +42.1% | -28.3% | +5.9% |
| 3Y | +77.4% | +87.5% | -10.1% | +51.5% |
| 5Y | +64.6% | -73.1% | +137.7% | +58.1% |
| All | +139.5% | -29.6% | +169.1% | +109.8% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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