+333.1%
RCL vs ITOT
+303.4%
+29.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -1.0% |
| 7D | -1.9% | -0.9% | -1.0% | -0.4% |
| 30D | -15.5% | -1.5% | -14.1% | -13.5% |
| 3M | -9.7% | +3.6% | -13.2% | -14.9% |
| 6M | -8.7% | +13.7% | -22.4% | -25.7% |
| YTD | -5.8% | +12.9% | -18.7% | -22.3% |
| 1Y | -24.5% | +17.2% | -41.6% | -41.6% |
| 3Y | +173.9% | +75.6% | +98.3% | +10.2% |
| 5Y | +228.0% | +75.5% | +152.5% | +38.0% |
| All | +333.1% | +303.4% | +29.6% | -32.0% |
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