+479.4%
ASX vs ITOT
+73.3%
+406.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.1% | +4.3% |
| 7D | +11.1% | -0.4% | +11.5% | +11.6% |
| 30D | +9.6% | -1.6% | +11.2% | +12.2% |
| 3M | +18.6% | +3.5% | +15.1% | +14.1% |
| 6M | +92.1% | +13.1% | +79.0% | +65.0% |
| YTD | +158.5% | +12.7% | +145.8% | +123.5% |
| 1Y | +271.9% | +18.3% | +253.6% | +201.8% |
| 3Y | +465.2% | +76.4% | +388.9% | +173.4% |
| 5Y | +479.4% | +73.8% | +405.7% | +191.8% |
| All | +479.4% | +73.3% | +406.1% | +191.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling