+75.0%
VTI vs VO
+42.1%
+32.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.1% |
| 7D | -0.9% | -1.5% | +0.6% | +0.5% |
| 30D | -1.4% | -3.0% | +1.6% | +1.4% |
| 3M | +3.6% | +2.8% | +0.8% | +0.9% |
| 6M | +13.6% | +10.9% | +2.7% | +3.0% |
| YTD | +12.9% | +12.5% | +0.5% | +1.0% |
| 1Y | +17.2% | +12.0% | +5.3% | +5.3% |
| 3Y | +75.7% | +56.3% | +19.4% | +15.5% |
| All | +75.0% | +42.1% | +32.9% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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