+72.6%
VZ vs VTI
+289.3%
-216.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +1.5% | +2.5% | -1.1% | +0.6% |
| 30D | +4.4% | -1.5% | +5.9% | +4.8% |
| 3M | -2.4% | -3.2% | +0.8% | -1.5% |
| 6M | +1.4% | +2.3% | -0.9% | +0.2% |
| YTD | +21.4% | +11.6% | +9.8% | +16.0% |
| 1Y | +20.3% | +13.8% | +6.5% | +14.1% |
| 3Y | +57.4% | +77.4% | -20.0% | +22.9% |
| 5Y | +21.9% | +64.6% | -42.6% | -2.7% |
| All | +72.6% | +289.3% | -216.6% | -14.5% |
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