+1,195.9%
PBR vs ITOT
+879.4%
+316.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +3.1% |
| 7D | +4.2% | -2.0% | +6.3% | +7.3% |
| 30D | +22.7% | -2.0% | +24.7% | +26.0% |
| 3M | +21.5% | +4.5% | +17.0% | +12.7% |
| 6M | +24.0% | +12.6% | +11.4% | +1.7% |
| YTD | +88.2% | +12.0% | +76.2% | +55.2% |
| 1Y | +74.8% | +17.3% | +57.6% | +33.9% |
| 3Y | +105.1% | +75.2% | +29.9% | -18.4% |
| 5Y | +572.2% | +74.0% | +498.2% | +146.8% |
| 10Y | +692.7% | +298.6% | +394.1% | -20.2% |
| All | +1,195.9% | +879.4% | +316.4% | -61.9% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling