+65.2%
ALAB vs ITOT
+20.8%
+44.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.3% | +10.1% | +10.9% |
| 7D | +7.2% | +0.1% | +7.1% | +6.8% |
| 30D | -2.5% | 0.0% | -2.5% | -2.6% |
| 3M | -13.3% | +2.0% | -15.3% | -16.3% |
| 6M | +172.8% | +13.0% | +159.8% | +94.3% |
| YTD | +86.6% | +14.0% | +72.6% | +30.4% |
| 1Y | +65.2% | +19.9% | +45.2% | +5.9% |
| All | +65.2% | +20.8% | +44.3% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling