+3,847.4%
ANET vs ITOT
+303.4%
+3,543.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.8% | +4.8% | +4.5% |
| 7D | +3.0% | -0.9% | +3.9% | +4.3% |
| 30D | -5.2% | -1.5% | -3.7% | -3.2% |
| 3M | +27.6% | +3.6% | +24.1% | +22.5% |
| 6M | +44.4% | +13.7% | +30.7% | +22.8% |
| YTD | +52.3% | +12.9% | +39.4% | +31.3% |
| 1Y | +30.4% | +17.2% | +13.2% | +7.4% |
| 3Y | +313.3% | +75.6% | +237.6% | +113.9% |
| 5Y | +810.0% | +75.5% | +734.5% | +381.9% |
| All | +3,847.4% | +303.4% | +3,543.9% | +643.5% |
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