+1,145.9%
DELL vs ITOT
+74.3%
+1,071.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.8% | +11.1% | +10.7% |
| 7D | +8.2% | -0.9% | +9.1% | +9.8% |
| 30D | +17.1% | -1.5% | +18.5% | +20.1% |
| 3M | +45.2% | +3.6% | +41.6% | +39.2% |
| 6M | +286.8% | +13.7% | +273.1% | +228.0% |
| YTD | +354.8% | +12.9% | +341.9% | +291.1% |
| 1Y | +358.3% | +17.2% | +341.1% | +275.9% |
| 3Y | +724.9% | +75.6% | +649.3% | +329.5% |
| All | +1,145.9% | +74.3% | +1,071.7% | +539.8% |
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