+56.8%
RGTI vs ITOT
+74.3%
-17.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -1.3% |
| 7D | +0.5% | -0.9% | +1.4% | +2.6% |
| 30D | -17.1% | -1.5% | -15.7% | -13.8% |
| 3M | -26.0% | +3.6% | -29.5% | -30.3% |
| 6M | -9.9% | +13.7% | -23.6% | -28.9% |
| YTD | -31.1% | +12.9% | -44.0% | -44.1% |
| 1Y | -8.5% | +17.2% | -25.7% | -30.2% |
| 3Y | +652.2% | +75.6% | +576.6% | +200.3% |
| All | +56.8% | +74.3% | -17.5% | -37.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling