+331.9%
RCL vs ITOT
+287.5%
+44.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +1.0% |
| 7D | -1.2% | +2.5% | -3.7% | -5.2% |
| 30D | +17.8% | -1.7% | +19.5% | +21.0% |
| 3M | +4.9% | -3.4% | +8.3% | +10.9% |
| 6M | +23.7% | +2.1% | +21.6% | +19.4% |
| YTD | +17.8% | +11.5% | +6.3% | -1.0% |
| 1Y | +28.9% | +13.6% | +15.3% | +4.9% |
| 3Y | +241.9% | +77.2% | +164.7% | +34.3% |
| 5Y | +295.4% | +64.4% | +231.0% | +84.9% |
| All | +331.9% | +287.5% | +44.4% | -37.5% |
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