+9.3%
ITOT vs UUUU
-61.1%
+70.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -8.2% | +3.8% | -3.7% |
| 7D | -4.8% | -19.9% | +15.2% | -3.0% |
| 30D | -5.9% | -41.5% | +35.6% | -1.9% |
| 3M | -4.9% | -47.0% | +42.1% | -0.3% |
| 6M | +1.4% | -68.7% | +70.1% | +9.7% |
| YTD | +8.4% | -54.7% | +63.0% | +12.2% |
| 1Y | +9.3% | -59.3% | +68.7% | +14.0% |
| All | +9.3% | -61.1% | +70.4% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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