+13.8%
VTI vs W
+0.7%
+13.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | +2.5% | +0.2% | +2.4% | +2.5% |
| 30D | -1.5% | +6.8% | -8.3% | -2.2% |
| 3M | -3.2% | +10.7% | -13.9% | -4.3% |
| 6M | +2.3% | +86.3% | -84.0% | -5.3% |
| YTD | +11.6% | +11.5% | +0.2% | +8.1% |
| 1Y | +13.8% | +5.1% | +8.7% | +10.5% |
| All | +13.8% | +0.7% | +13.1% | +10.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling