+25.0%
ALAB vs ITOT
+17.8%
+7.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | -0.7% |
| 7D | -6.2% | -0.9% | -5.3% | -2.9% |
| 30D | -8.7% | -1.5% | -7.2% | -3.5% |
| 3M | -20.7% | +3.6% | -24.3% | -27.3% |
| 6M | +133.5% | +13.7% | +119.8% | +64.6% |
| YTD | +75.1% | +12.9% | +62.1% | +26.6% |
| 1Y | +25.0% | +17.2% | +7.9% | -15.0% |
| All | +25.0% | +17.8% | +7.2% | -15.0% |
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 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