+74.5%
VTI vs VST
+264.2%
-189.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +10.6% | -10.2% | -1.0% |
| 7D | -2.6% | -9.8% | +7.2% | -1.6% |
| 30D | -5.0% | -25.1% | +20.1% | -1.8% |
| 3M | -4.3% | -11.6% | +7.3% | -3.3% |
| 6M | +0.6% | -20.9% | +21.5% | +2.7% |
| YTD | +8.9% | -22.3% | +31.2% | +10.7% |
| 1Y | +11.1% | -32.0% | +43.1% | +14.9% |
| 3Y | +74.5% | +262.4% | -187.9% | +39.2% |
| All | +74.5% | +264.2% | -189.7% | +39.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling