+222.7%
VT vs ITOT
+289.0%
-66.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | +2.9% | +3.3% | -0.4% | -0.1% |
| 30D | -2.5% | -2.5% | 0.0% | -0.3% |
| 3M | -3.3% | -2.3% | -1.0% | -1.2% |
| 6M | +1.5% | +3.0% | -1.5% | -1.2% |
| YTD | +11.4% | +11.9% | -0.6% | +0.6% |
| 1Y | +11.9% | +12.0% | -0.1% | +1.0% |
| 3Y | +73.9% | +77.8% | -3.9% | +2.4% |
| 5Y | +57.9% | +65.0% | -7.1% | -0.8% |
| All | +222.7% | +289.0% | -66.3% | -10.0% |
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 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