+33.7%
EAT vs ITOT
+17.8%
+15.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.9% | -1.7% |
| 7D | -7.7% | -0.9% | -6.8% | -7.1% |
| 30D | -13.6% | -1.5% | -12.1% | -12.7% |
| 3M | +33.9% | +3.6% | +30.3% | +29.3% |
| 6M | +47.2% | +13.7% | +33.5% | +28.3% |
| YTD | +48.1% | +12.9% | +35.1% | +29.7% |
| 1Y | +33.7% | +17.2% | +16.5% | +14.5% |
| All | +33.7% | +17.8% | +15.8% | +14.5% |
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 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