-3.5%
BA vs ITOT
+73.3%
-76.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.4% |
| 7D | -1.2% | -0.4% | -0.8% | -0.8% |
| 30D | -11.3% | -1.6% | -9.8% | -9.7% |
| 3M | -3.8% | +3.5% | -7.3% | -7.3% |
| 6M | -8.3% | +13.1% | -21.4% | -19.9% |
| YTD | -4.9% | +12.7% | -17.6% | -16.9% |
| 1Y | -10.1% | +18.3% | -28.4% | -25.6% |
| 3Y | -2.3% | +76.4% | -78.7% | -49.3% |
| 5Y | -3.5% | +73.8% | -77.3% | -47.5% |
| All | -3.5% | +73.3% | -76.9% | -47.5% |
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