+69.8%
TEVA vs ITOT
+9.8%
+60.0%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.4% | +4.2% | +2.5% |
| 7D | +0.7% | -4.8% | +5.5% | +3.7% |
| 30D | +6.8% | -5.9% | +12.7% | +10.8% |
| 3M | +20.3% | -4.9% | +25.2% | +24.0% |
| 6M | +16.5% | +1.4% | +15.1% | +12.7% |
| YTD | +33.9% | +8.4% | +25.5% | +18.5% |
| 1Y | +69.8% | +9.3% | +60.5% | +49.3% |
| All | +69.8% | +9.8% | +60.0% | +49.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling