+219.8%
VT vs ITOT
+298.5%
-78.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.5% | +0.1% | +0.3% |
| 7D | +0.4% | +0.2% | +0.2% | +0.2% |
| 30D | -2.6% | -3.0% | +0.4% | +0.2% |
| 3M | -3.2% | -2.7% | -0.5% | -0.7% |
| 6M | +0.9% | +2.6% | -1.7% | -1.3% |
| YTD | +11.3% | +11.5% | -0.2% | +0.9% |
| 1Y | +14.0% | +13.5% | +0.5% | +1.7% |
| 3Y | +75.8% | +79.7% | -3.9% | +2.5% |
| 5Y | +57.8% | +64.2% | -6.4% | -0.4% |
| 10Y | +219.8% | +290.2% | -70.4% | -11.1% |
| All | +219.8% | +298.5% | -78.7% | -11.1% |
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