+45.5%
C vs ITOT
+16.9%
+28.6%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.2% | +1.4% |
| 7D | +0.3% | -2.0% | +2.3% | +3.1% |
| 30D | +2.0% | -2.0% | +4.0% | +4.7% |
| 3M | +4.4% | +4.5% | -0.2% | -1.9% |
| 6M | +28.3% | +12.6% | +15.7% | +7.2% |
| YTD | +20.5% | +12.0% | +8.5% | +2.4% |
| 1Y | +45.5% | +17.3% | +28.3% | +19.3% |
| All | +45.5% | +16.9% | +28.6% | +19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling