+494.4%
TEAM vs ITOT
+303.4%
+191.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -1.0% |
| 7D | -5.2% | -0.9% | -4.3% | -4.1% |
| 30D | +15.8% | -1.5% | +17.2% | +18.1% |
| 3M | +101.5% | +3.6% | +97.9% | +92.9% |
| 6M | +138.2% | +13.7% | +124.5% | +101.6% |
| YTD | +10.8% | +12.9% | -2.1% | -5.5% |
| 1Y | +1.7% | +17.2% | -15.5% | -17.5% |
| 3Y | -16.0% | +75.6% | -91.7% | -58.1% |
| 5Y | -52.7% | +75.5% | -128.2% | -75.0% |
| All | +494.4% | +303.4% | +191.0% | +36.0% |
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