-44.6%
VG vs ITOT
+25.0%
-69.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.6% |
| 7D | +14.0% | +2.5% | +11.5% | +11.7% |
| 30D | -1.0% | -1.7% | +0.7% | +0.2% |
| 3M | -2.7% | -3.4% | +0.7% | -0.2% |
| 6M | +1.5% | +2.1% | -0.6% | -2.7% |
| YTD | +93.7% | +11.5% | +82.2% | +61.4% |
| 1Y | +68.5% | +13.6% | +54.9% | +35.6% |
| All | -44.6% | +25.0% | -69.6% | -52.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling