+358.7%
ALAB vs ITOT
+50.1%
+308.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -3.5% |
| 7D | +0.6% | -2.0% | +2.6% | +6.5% |
| 30D | -8.8% | -2.0% | -6.8% | -3.5% |
| 3M | -14.0% | +4.5% | -18.6% | -20.9% |
| 6M | +144.3% | +12.6% | +131.6% | +89.2% |
| YTD | +71.0% | +12.0% | +59.0% | +35.7% |
| 1Y | +23.5% | +17.3% | +6.3% | -11.0% |
| All | +358.7% | +50.1% | +308.6% | +99.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling