+1,739.5%
MULL vs ITOT
+17.8%
+1,721.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -6.7% |
| 7D | -8.4% | -0.9% | -7.5% | -2.9% |
| 30D | +9.7% | -1.5% | +11.1% | +20.2% |
| 3M | -26.8% | +3.6% | -30.3% | -37.2% |
| 6M | +220.7% | +13.7% | +207.0% | +89.2% |
| YTD | +509.0% | +12.9% | +496.1% | +284.4% |
| 1Y | +1,739.5% | +17.2% | +1,722.3% | +852.7% |
| All | +1,739.5% | +17.8% | +1,721.7% | +852.7% |
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