+10.3%
GLXY vs ITOT
+30.8%
-20.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.5% | -6.5% | -5.0% |
| 7D | +4.5% | -0.4% | +4.9% | +6.3% |
| 30D | +28.8% | -1.6% | +30.4% | +37.2% |
| 3M | -23.0% | +3.5% | -26.6% | -31.3% |
| 6M | +17.0% | +13.1% | +3.9% | -22.7% |
| YTD | +12.5% | +12.7% | -0.2% | -21.6% |
| 1Y | -5.4% | +18.3% | -23.7% | -40.6% |
| All | +10.3% | +30.8% | -20.5% | -42.0% |
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