+72.6%
TEL vs ITOT
+75.8%
-3.2%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.7% | +2.5% |
| 7D | +1.6% | -0.9% | +2.5% | +2.8% |
| 30D | -0.7% | -1.5% | +0.8% | +1.2% |
| 3M | +2.4% | +3.6% | -1.1% | -1.7% |
| 6M | +4.1% | +13.7% | -9.6% | -10.6% |
| YTD | -5.8% | +12.9% | -18.8% | -18.3% |
| 1Y | +0.9% | +17.2% | -16.3% | -15.8% |
| 3Y | +72.6% | +75.6% | -3.0% | -9.5% |
| All | +72.6% | +75.8% | -3.2% | -9.5% |
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