+1,851.9%
TER vs ITOT
+303.4%
+1,548.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.7% | +1.2% |
| 7D | +6.4% | -0.9% | +7.3% | +7.9% |
| 30D | -5.7% | -1.5% | -4.2% | -3.4% |
| 3M | -0.4% | +3.6% | -4.0% | -4.7% |
| 6M | +25.8% | +13.7% | +12.1% | +6.2% |
| YTD | +96.4% | +12.9% | +83.5% | +68.8% |
| 1Y | +229.2% | +17.2% | +212.0% | +170.4% |
| 3Y | +288.1% | +75.6% | +212.5% | +82.6% |
| 5Y | +219.9% | +75.5% | +144.5% | +57.5% |
| All | +1,851.9% | +303.4% | +1,548.5% | +245.4% |
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