+1.3%
BBY vs ITOT
+74.3%
-73.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.2% | +2.2% |
| 7D | +0.6% | -0.9% | +1.5% | +1.6% |
| 30D | +9.4% | -1.5% | +10.8% | +11.2% |
| 3M | +19.3% | +3.6% | +15.8% | +14.6% |
| 6M | +47.9% | +13.7% | +34.2% | +27.3% |
| YTD | +39.6% | +12.9% | +26.6% | +20.9% |
| 1Y | +22.2% | +17.2% | +5.0% | +1.6% |
| 3Y | +45.0% | +75.6% | -30.7% | -23.4% |
| All | +1.3% | +74.3% | -73.0% | -46.7% |
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 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