+2,802.6%
MULL vs ITOT
+20.8%
+2,781.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.3% | +12.1% | +13.9% |
| 7D | +17.3% | +0.1% | +17.2% | +16.1% |
| 30D | +23.5% | 0.0% | +23.5% | +22.8% |
| 3M | -24.0% | +2.0% | -25.9% | -24.5% |
| 6M | +276.7% | +13.0% | +263.7% | +131.0% |
| YTD | +565.1% | +14.0% | +551.1% | +294.4% |
| 1Y | +2,802.6% | +19.9% | +2,782.7% | +1,253.8% |
| All | +2,802.6% | +20.8% | +2,781.8% | +1,253.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling