+349.1%
VT vs ITOT
+661.1%
-312.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | -0.2% |
| 7D | -2.3% | -2.7% | +0.3% | +0.3% |
| 30D | -5.0% | -5.2% | +0.2% | +0.1% |
| 3M | -4.9% | -4.4% | -0.5% | -0.6% |
| 6M | -1.5% | +0.4% | -1.9% | -1.9% |
| YTD | +8.5% | +8.8% | -0.3% | -0.1% |
| 1Y | +11.4% | +11.0% | +0.3% | +0.5% |
| 3Y | +70.1% | +74.4% | -4.4% | -2.5% |
| 5Y | +53.7% | +60.0% | -6.3% | -4.6% |
| 10Y | +220.0% | +296.0% | -76.1% | -22.6% |
| All | +349.1% | +661.1% | -312.1% | -46.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling