+47.1%
EQT vs ITOT
+303.4%
-256.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.5% | -2.4% |
| 7D | -2.0% | -0.9% | -1.1% | -1.2% |
| 30D | 0.0% | -1.5% | +1.5% | +1.2% |
| 3M | +5.9% | +3.6% | +2.4% | +2.2% |
| 6M | -14.8% | +13.7% | -28.5% | -24.9% |
| YTD | +1.8% | +12.9% | -11.2% | -10.0% |
| 1Y | +7.4% | +17.2% | -9.8% | -8.2% |
| 3Y | +33.6% | +75.6% | -42.0% | -22.4% |
| 5Y | +199.3% | +75.5% | +123.8% | +73.5% |
| All | +47.1% | +303.4% | -256.3% | -68.9% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling