+237.8%
TMUS vs ITOT
+287.5%
-49.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | +4.9% | +2.5% | +2.4% | +3.3% |
| 30D | +7.7% | -1.7% | +9.4% | +8.6% |
| 3M | -6.8% | -3.4% | -3.4% | -5.1% |
| 6M | -9.7% | +2.1% | -11.8% | -11.5% |
| YTD | -15.0% | +11.5% | -26.4% | -21.8% |
| 1Y | -19.1% | +13.6% | -32.7% | -26.7% |
| 3Y | +21.4% | +77.2% | -55.8% | -22.3% |
| 5Y | +51.2% | +64.4% | -13.2% | +1.5% |
| All | +237.8% | +287.5% | -49.7% | -1.9% |
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