-27.9%
VTSI price history and return analytics
+229.8%
-257.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.5% |
| 7D | -3.6% | -1.1% | -2.5% | -2.9% |
| 30D | -9.7% | -1.0% | -8.7% | -9.1% |
| 3M | -12.6% | +3.2% | -15.8% | -14.2% |
| 6M | -29.2% | +12.5% | -41.7% | -33.9% |
| YTD | -29.0% | +14.1% | -43.1% | -34.1% |
| 1Y | -47.1% | +18.9% | -66.0% | -51.9% |
| 3Y | -55.4% | +74.1% | -129.5% | -66.5% |
| 5Y | -67.5% | +66.9% | -134.4% | -75.2% |
| All | -27.9% | +229.8% | -257.7% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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