+26.7%
Q vs ITOT
+13.8%
+13.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +2.5% |
| 7D | +0.2% | +0.1% | +0.1% | 0.0% |
| 30D | -11.1% | 0.0% | -11.1% | -11.2% |
| 3M | -22.1% | +2.0% | -24.1% | -25.4% |
| 6M | +0.5% | +13.0% | -12.6% | -26.2% |
| YTD | +47.8% | +14.0% | +33.8% | +7.0% |
| All | +26.7% | +13.8% | +13.0% | -7.8% |
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