+48.4%
RSP vs ITOT
+65.7%
-17.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.5% |
| 7D | +1.8% | +3.3% | -1.5% | -1.0% |
| 30D | +3.5% | -2.5% | +5.9% | +5.6% |
| 3M | +0.2% | -2.3% | +2.5% | +2.1% |
| 6M | +9.1% | +3.0% | +6.1% | +6.0% |
| YTD | +16.6% | +11.9% | +4.7% | +5.4% |
| 1Y | +17.9% | +12.0% | +5.9% | +6.4% |
| 3Y | +64.6% | +77.8% | -13.2% | -2.3% |
| 5Y | +48.4% | +65.0% | -16.6% | -6.6% |
| All | +48.4% | +65.7% | -17.3% | -6.6% |
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