A Year of Portfolio Benchmarking
Its been 1 year since I started to track my stock investments on a monthly basis and compare them to a simple benchmark, the Vanguard Total Stock Market Index ETF (VTI). Here a couple charts I put together to see how I have been fairing:
I find the very strong correlation between my portfolio and the VTI benchmark very interesting. My portfolio has beat the benchmark 6 months our of the past 12 months and cumulatively beat the index by about 5%.
I guess that doesn't surprise me - it tells me that at least so far Im doing the right thing by investing my money instead of just dumping it all into VTI. However, I have a feeling my portfolio did not perform as well when the market was gaining - that something to watch as the economy recovers.
Here are my monthly portfolio benchmarking results:
- February 2009 Investment Portfolio
- January 2009 Investment Portfolio
- December 2008 Investment Portfolio
- November 2008 Investment Portfolio
- October 2008 Investment Portfolio
- September 2008 Investment Portfolio
- August 2008 Investment Portfolio
- July 2008 Investment Portfolio
- June 2008 Investment Portfolio
Related in Stocks:
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Investment Performance January 2014 (-2.94%) (Feb 23, 2014) January 2014 Investment Report: January Highlights: January was a bad way to start out the year, but our portfolio performed slightly better thank our benchmark (-2.94% vs -3.17%). We made our regular monthly investments in our Roth IRAs, and some...
Investment Performance December 2013 (+2.20%) (Jan 10, 2014) December 2013 Investment Report: December Highlights: December was another subpar for us as our portfolio performed poorly compared to our benchmark (+2.20% vs +2.58%). We made our regular monthly investments in our Roth IRAs, and some dividends & dividend reinvestments....