+69.6%
V vs ITOT
+71.8%
-2.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | -3.0% | -2.0% | -1.0% | -1.5% |
| 30D | +1.2% | -2.0% | +3.2% | +2.8% |
| 3M | +13.9% | +4.5% | +9.4% | +9.6% |
| 6M | +17.2% | +12.6% | +4.6% | +5.8% |
| YTD | +5.3% | +12.0% | -6.7% | -4.6% |
| 1Y | +9.5% | +17.3% | -7.8% | -4.7% |
| 3Y | +51.9% | +75.2% | -23.3% | -8.1% |
| 5Y | +69.6% | +74.0% | -4.4% | +3.0% |
| All | +69.6% | +71.8% | -2.3% | +3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling