-16.0%
TEAM vs ITOT
+75.8%
-91.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -1.1% |
| 7D | -5.2% | -0.9% | -4.3% | -4.0% |
| 30D | +15.8% | -1.5% | +17.2% | +18.2% |
| 3M | +101.5% | +3.6% | +97.9% | +92.5% |
| 6M | +138.2% | +13.7% | +124.5% | +98.8% |
| YTD | +10.8% | +12.9% | -2.1% | -6.8% |
| 1Y | +1.7% | +17.2% | -15.5% | -19.3% |
| 3Y | -16.0% | +75.6% | -91.7% | -64.2% |
| All | -16.0% | +75.8% | -91.8% | -64.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling