+1,290.8%
EAT vs ITOT
+891.2%
+399.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -2.7% |
| 7D | -4.9% | +0.7% | -5.6% | -5.7% |
| 30D | -1.2% | -1.1% | -0.1% | +0.1% |
| 3M | +52.2% | +3.9% | +48.4% | +44.5% |
| 6M | +65.0% | +14.7% | +50.3% | +38.2% |
| YTD | +55.0% | +13.3% | +41.7% | +31.9% |
| 1Y | +42.1% | +19.1% | +22.9% | +13.1% |
| 3Y | +614.7% | +77.3% | +537.4% | +247.2% |
| 5Y | +322.7% | +74.1% | +248.7% | +116.0% |
| 10Y | +382.0% | +293.1% | +88.9% | +6.3% |
| All | +1,290.8% | +891.2% | +399.7% | +10.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling