-0.3%
BA vs ITOT
+77.4%
-77.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.1% |
| 7D | +2.5% | +0.7% | +1.8% | +1.7% |
| 30D | -10.1% | -1.1% | -9.0% | -9.0% |
| 3M | -2.4% | +3.9% | -6.3% | -6.2% |
| 6M | -8.8% | +14.7% | -23.6% | -20.9% |
| YTD | -2.9% | +13.3% | -16.3% | -14.9% |
| 1Y | -8.8% | +19.1% | -27.9% | -24.1% |
| 3Y | -0.3% | +77.3% | -77.6% | -42.7% |
| All | -0.3% | +77.4% | -77.7% | -42.7% |
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