+41.9%
GILD vs ITOT
+13.1%
+28.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -1.2% |
| 7D | -2.7% | -0.8% | -2.0% | -2.4% |
| 30D | +12.8% | -2.0% | +14.9% | +13.5% |
| 3M | +25.7% | -1.5% | +27.3% | +26.2% |
| 6M | +28.7% | +3.3% | +25.4% | +26.3% |
| YTD | +40.8% | +12.5% | +28.3% | +31.3% |
| 1Y | +41.9% | +12.6% | +29.3% | +32.6% |
| All | +41.9% | +13.1% | +28.8% | +32.6% |
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