+482.1%
WWD vs ITOT
+303.4%
+178.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +0.4% |
| 7D | -2.6% | -0.9% | -1.7% | -1.5% |
| 30D | -6.9% | -1.5% | -5.5% | -5.2% |
| 3M | -13.0% | +3.6% | -16.6% | -16.8% |
| 6M | -12.5% | +13.7% | -26.1% | -24.8% |
| YTD | +11.8% | +12.9% | -1.1% | -3.1% |
| 1Y | +41.1% | +17.2% | +23.9% | +17.1% |
| 3Y | +163.1% | +75.6% | +87.4% | +33.9% |
| 5Y | +187.6% | +75.5% | +112.2% | +44.9% |
| All | +482.1% | +303.4% | +178.7% | +4.3% |
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