+28.9%
RCL vs ITOT
+12.1%
+16.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +1.0% |
| 7D | -1.2% | +2.5% | -3.7% | -5.0% |
| 30D | +17.8% | -1.7% | +19.5% | +20.9% |
| 3M | +4.9% | -3.4% | +8.3% | +11.0% |
| 6M | +23.7% | +2.1% | +21.6% | +18.5% |
| YTD | +17.8% | +11.5% | +6.3% | -3.3% |
| 1Y | +28.9% | +13.6% | +15.3% | +3.7% |
| All | +28.9% | +12.1% | +16.8% | +3.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling