+557.4%
ED vs ITOT
+891.2%
-333.7%
-30.9%
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 | +0.9% | -0.6% | +1.5% | +1.1% |
| 7D | +0.5% | +0.7% | -0.1% | +0.3% |
| 30D | +1.1% | -1.1% | +2.2% | +1.5% |
| 3M | +4.6% | +3.9% | +0.8% | +2.8% |
| 6M | -2.0% | +14.7% | -16.7% | -7.9% |
| YTD | +11.7% | +13.3% | -1.6% | +5.4% |
| 1Y | +15.7% | +19.1% | -3.4% | +6.6% |
| 3Y | +34.4% | +77.3% | -43.0% | +1.5% |
| 5Y | +67.3% | +74.1% | -6.8% | +25.6% |
| 10Y | +104.0% | +293.1% | -189.1% | +0.4% |
| All | +557.4% | +891.2% | -333.7% | +88.5% |
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