+203.4%
RSP vs ITOT
+300.1%
-96.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.1% |
| 7D | -3.1% | -2.0% | -1.1% | -1.2% |
| 30D | -3.4% | -2.0% | -1.5% | -1.6% |
| 3M | +3.6% | +4.5% | -0.9% | -0.8% |
| 6M | +9.0% | +12.6% | -3.7% | -3.0% |
| YTD | +12.2% | +12.0% | +0.2% | +0.4% |
| 1Y | +15.6% | +17.3% | -1.7% | -1.1% |
| 3Y | +51.6% | +75.2% | -23.6% | -13.0% |
| 5Y | +50.4% | +74.0% | -23.6% | -13.5% |
| All | +203.4% | +300.1% | -96.7% | -23.7% |
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 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