+62.9%
TECK vs ITOT
+75.8%
-12.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | -0.5% |
| 7D | -3.8% | -0.9% | -2.9% | -2.4% |
| 30D | +0.7% | -1.5% | +2.2% | +3.1% |
| 3M | +4.6% | +3.6% | +1.0% | -0.7% |
| 6M | +25.1% | +13.7% | +11.4% | +4.7% |
| YTD | +39.2% | +12.9% | +26.2% | +18.0% |
| 1Y | +60.3% | +17.2% | +43.1% | +29.4% |
| 3Y | +62.9% | +75.6% | -12.7% | -15.0% |
| All | +62.9% | +75.8% | -12.9% | -15.0% |
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 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