-36.9%
GLXY vs ITOT
+29.4%
-66.3%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.9% | -3.8% |
| 7D | +5.3% | +2.5% | +2.8% | -3.1% |
| 30D | -19.8% | -1.7% | -18.1% | -13.6% |
| 3M | -31.4% | -3.4% | -28.0% | -20.4% |
| 6M | -53.3% | +2.1% | -55.4% | -55.0% |
| YTD | -35.7% | +11.5% | -47.2% | -52.5% |
| 1Y | -47.2% | +13.6% | -60.8% | -62.9% |
| All | -36.9% | +29.4% | -66.3% | -64.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling