+12.0%
VTI vs VST
-30.9%
+42.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +7.3% | -4.8% | +1.8% |
| 7D | +0.2% | -0.5% | +0.8% | 0.0% |
| 30D | -2.9% | -17.1% | +14.2% | -1.4% |
| 3M | -2.6% | -4.6% | +2.0% | -2.7% |
| 6M | +2.8% | -9.1% | +11.8% | +2.7% |
| YTD | +11.6% | -16.6% | +28.2% | +11.8% |
| All | +12.0% | -30.9% | +42.9% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 1y: compounded portfolio wealth divided by compounded VST 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…
1y analysis · Full analysis span regression · 6 months rolling