+833.1%
GLW vs ITOT
+300.1%
+533.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.5% | -2.4% |
| 7D | +11.7% | -2.0% | +13.8% | +14.6% |
| 30D | +2.7% | -2.0% | +4.6% | +5.1% |
| 3M | -2.8% | +4.5% | -7.4% | -7.0% |
| 6M | +20.2% | +12.6% | +7.5% | +6.5% |
| YTD | +87.3% | +12.0% | +75.3% | +67.9% |
| 1Y | +119.6% | +17.3% | +102.3% | +87.5% |
| 3Y | +453.7% | +75.2% | +378.4% | +195.3% |
| 5Y | +376.1% | +74.0% | +302.1% | +153.8% |
| All | +833.1% | +300.1% | +533.0% | +82.4% |
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