+523.5%
ASX vs ITOT
+66.5%
+456.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.3% | +5.3% | +4.5% |
| 7D | +0.8% | -0.8% | +1.6% | +3.6% |
| 30D | -20.4% | -2.0% | -18.4% | -16.1% |
| 3M | -2.1% | -1.5% | -0.6% | +2.6% |
| 6M | +8.2% | +3.3% | +4.9% | +7.7% |
| YTD | +137.3% | +12.5% | +124.8% | +111.0% |
| 1Y | +155.0% | +12.6% | +142.4% | +126.7% |
| 3Y | +397.9% | +78.6% | +319.3% | +143.4% |
| All | +523.5% | +66.5% | +456.9% | +238.4% |
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 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