+120.7%
VTSI vs SPY
+569.2%
-448.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | +2.7% | +0.1% | +2.6% | +2.7% |
| 3M | -10.2% | +2.0% | -12.2% | -11.2% |
| 6M | -28.3% | +13.0% | -41.3% | -32.9% |
| YTD | -26.4% | +13.5% | -40.0% | -31.2% |
| 1Y | -46.6% | +20.0% | -66.6% | -51.4% |
| 3Y | -50.9% | +77.2% | -128.1% | -62.7% |
| 5Y | -63.0% | +81.9% | -144.9% | -72.4% |
| 10Y | -28.9% | +314.1% | -343.0% | -64.8% |
| All | +120.7% | +569.2% | -448.5% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 all: compounded portfolio wealth divided by compounded SPY 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…
all analysis · Full analysis span regression · 6 months rolling