+249.0%
VZ vs VTI
+952.2%
-703.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.6% | -0.1% |
| 7D | +0.9% | -0.7% | +1.6% | +1.2% |
| 30D | +8.9% | -1.9% | +10.8% | +9.9% |
| 3M | +0.1% | -1.4% | +1.5% | +0.6% |
| 6M | +1.9% | +3.5% | -1.6% | -0.9% |
| YTD | +22.0% | +12.6% | +9.4% | +12.3% |
| 1Y | +22.1% | +12.7% | +9.4% | +12.1% |
| 3Y | +58.7% | +78.8% | -20.1% | +6.5% |
| 5Y | +22.3% | +67.2% | -44.9% | -16.1% |
| 10Y | +71.6% | +293.9% | -222.2% | -38.5% |
| All | +249.0% | +952.2% | -703.2% | -49.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling