+963.7%
ASX vs ITOT
+300.1%
+663.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.6% | -2.5% |
| 7D | +6.5% | -2.0% | +8.5% | +9.2% |
| 30D | +3.1% | -2.0% | +5.1% | +5.7% |
| 3M | +17.4% | +4.5% | +12.8% | +12.4% |
| 6M | +85.4% | +12.6% | +72.8% | +64.2% |
| YTD | +150.1% | +12.0% | +138.1% | +123.4% |
| 1Y | +256.3% | +17.3% | +239.0% | +202.6% |
| 3Y | +446.9% | +75.2% | +371.6% | +200.5% |
| 5Y | +447.1% | +74.0% | +373.1% | +208.3% |
| All | +963.7% | +300.1% | +663.6% | +187.5% |
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