+1,218.2%
BE vs ITOT
+71.8%
+1,146.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -2.6% |
| 7D | +9.7% | -2.0% | +11.8% | +14.8% |
| 30D | +22.4% | -2.0% | +24.3% | +28.2% |
| 3M | +10.4% | +4.5% | +5.8% | +2.5% |
| 6M | +67.9% | +12.6% | +55.2% | +35.8% |
| YTD | +197.5% | +12.0% | +185.5% | +147.2% |
| 1Y | +310.6% | +17.3% | +293.3% | +222.1% |
| 3Y | +1,657.2% | +75.2% | +1,582.0% | +529.5% |
| 5Y | +1,218.2% | +74.0% | +1,144.1% | +448.3% |
| All | +1,218.2% | +71.8% | +1,146.3% | +448.3% |
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 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