+245.0%
VZ vs VTI
+942.8%
-697.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | -0.6% |
| 7D | +2.2% | +0.2% | +2.0% | +2.0% |
| 30D | +10.6% | -2.9% | +13.5% | +12.3% |
| 3M | -0.6% | -2.6% | +2.0% | +0.6% |
| 6M | +0.7% | +2.8% | -2.0% | -1.6% |
| YTD | +20.6% | +11.6% | +9.0% | +11.6% |
| 1Y | +22.7% | +13.6% | +9.1% | +12.1% |
| 3Y | +57.2% | +79.9% | -22.6% | +5.1% |
| 5Y | +21.4% | +64.3% | -42.9% | -15.8% |
| 10Y | +65.5% | +291.9% | -226.4% | -40.5% |
| All | +245.0% | +942.8% | -697.8% | -49.6% |
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