+1,097.6%
TECK vs ITOT
+885.8%
+211.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.7% | -1.4% |
| 7D | +4.9% | -0.4% | +5.2% | +5.5% |
| 30D | +5.2% | -1.6% | +6.8% | +8.0% |
| 3M | +13.8% | +3.5% | +10.2% | +7.7% |
| 6M | +38.5% | +13.1% | +25.4% | +14.1% |
| YTD | +47.3% | +12.7% | +34.6% | +22.5% |
| 1Y | +81.0% | +18.3% | +62.7% | +39.2% |
| 3Y | +79.9% | +76.4% | +3.5% | -29.7% |
| 5Y | +207.9% | +73.8% | +134.1% | +18.5% |
| 10Y | +389.5% | +301.2% | +88.3% | -60.0% |
| All | +1,097.6% | +885.8% | +211.7% | -70.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling