+64.4%
VZ vs VTI
+295.1%
-230.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.1% |
| 7D | -1.0% | -0.4% | -0.6% | -0.8% |
| 30D | +5.8% | -1.6% | +7.4% | +6.3% |
| 3M | +10.5% | +3.6% | +6.9% | +9.0% |
| 6M | +1.8% | +13.0% | -11.2% | -2.8% |
| YTD | +28.3% | +12.7% | +15.6% | +22.4% |
| 1Y | +22.0% | +18.4% | +3.6% | +14.1% |
| 3Y | +81.8% | +76.4% | +5.4% | +42.5% |
| 5Y | +25.3% | +73.7% | -48.4% | -2.3% |
| 10Y | +64.4% | +302.5% | -238.1% | -20.1% |
| All | +64.4% | +295.1% | -230.7% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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