+484.0%
V vs ITOT
+287.5%
+196.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.7% |
| 7D | +0.9% | +2.5% | -1.6% | -1.5% |
| 30D | +9.0% | -1.7% | +10.7% | +10.5% |
| 3M | +16.7% | -3.4% | +20.1% | +20.3% |
| 6M | +33.4% | +2.1% | +31.3% | +29.6% |
| YTD | +22.4% | +11.5% | +10.9% | +8.6% |
| 1Y | +27.7% | +13.6% | +14.1% | +11.2% |
| 3Y | +78.0% | +77.2% | +0.8% | -3.7% |
| 5Y | +108.5% | +64.4% | +44.1% | +22.0% |
| All | +484.0% | +287.5% | +196.5% | +22.4% |
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