+289.6%
VTI vs W
+212.4%
+77.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +2.5% | +0.2% | +2.4% | +2.5% |
| 30D | -1.5% | +6.8% | -8.3% | -2.5% |
| 3M | -3.2% | +10.7% | -13.9% | -4.7% |
| 6M | +2.3% | +86.3% | -84.0% | -7.0% |
| YTD | +11.6% | +11.5% | +0.2% | +7.4% |
| 1Y | +13.8% | +5.1% | +8.7% | +10.1% |
| 3Y | +77.4% | +171.0% | -93.6% | +42.8% |
| 5Y | +64.6% | -56.6% | +121.2% | +50.9% |
| All | +289.6% | +212.4% | +77.2% | +154.5% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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