+290.1%
ETR vs ITOT
+303.4%
-13.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.9% |
| 7D | -1.8% | -0.9% | -0.9% | -1.3% |
| 30D | -1.8% | -1.5% | -0.3% | -0.9% |
| 3M | -3.6% | +3.6% | -7.1% | -5.7% |
| 6M | +2.6% | +13.7% | -11.1% | -5.6% |
| YTD | +16.0% | +12.9% | +3.1% | +7.1% |
| 1Y | +20.1% | +17.2% | +3.0% | +8.3% |
| 3Y | +143.6% | +75.6% | +68.0% | +65.8% |
| 5Y | +124.4% | +75.5% | +48.9% | +49.8% |
| All | +290.1% | +303.4% | -13.4% | +48.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling