+91.1%
EXE vs ITOT
+74.3%
+16.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.6% |
| 7D | -3.1% | -0.9% | -2.2% | -2.6% |
| 30D | -0.9% | -1.5% | +0.5% | 0.0% |
| 3M | +9.6% | +3.6% | +6.0% | +6.8% |
| 6M | -11.6% | +13.7% | -25.3% | -19.5% |
| YTD | -12.6% | +12.9% | -25.5% | -20.2% |
| 1Y | +1.2% | +17.2% | -16.0% | -10.2% |
| 3Y | +18.0% | +75.6% | -57.6% | -23.8% |
| All | +91.1% | +74.3% | +16.8% | +22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling