+476.3%
ASX vs ITOT
+75.4%
+400.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.1% | +4.5% |
| 7D | +11.1% | -0.4% | +11.5% | +11.7% |
| 30D | +9.6% | -1.6% | +11.2% | +12.6% |
| 3M | +18.6% | +3.5% | +15.1% | +13.4% |
| 6M | +92.1% | +13.1% | +79.0% | +62.4% |
| YTD | +158.5% | +12.7% | +145.8% | +120.0% |
| 1Y | +271.9% | +18.3% | +253.6% | +195.4% |
| All | +476.3% | +75.4% | +400.8% | +159.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling