+549.4%
LYV vs ITOT
+303.4%
+246.0%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -1.0% |
| 7D | -1.9% | -0.9% | -1.0% | -0.9% |
| 30D | -8.2% | -1.5% | -6.7% | -6.6% |
| 3M | -1.3% | +3.6% | -4.8% | -5.6% |
| 6M | +2.6% | +13.7% | -11.1% | -12.4% |
| YTD | +19.4% | +12.9% | +6.5% | +2.7% |
| 1Y | -2.2% | +17.2% | -19.4% | -20.0% |
| 3Y | +106.0% | +75.6% | +30.4% | +2.0% |
| 5Y | +97.7% | +75.5% | +22.2% | -0.8% |
| All | +549.4% | +303.4% | +246.0% | +34.1% |
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