+2,880.9%
ASX vs ITOT
+875.1%
+2,005.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.7% | -1.6% |
| 7D | +12.4% | +2.5% | +9.9% | +9.5% |
| 30D | -19.8% | -1.7% | -18.1% | -16.9% |
| 3M | -10.3% | -3.4% | -7.0% | -5.0% |
| 6M | +1.2% | +2.1% | -0.9% | +2.4% |
| YTD | +123.0% | +11.5% | +111.5% | +106.0% |
| 1Y | +145.4% | +13.6% | +131.8% | +122.3% |
| 3Y | +368.6% | +77.2% | +291.4% | +168.7% |
| 5Y | +486.0% | +64.4% | +421.7% | +271.4% |
| 10Y | +941.0% | +288.6% | +652.4% | +170.7% |
| All | +2,880.9% | +875.1% | +2,005.8% | +167.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling