+780.7%
GOOG vs RSP
+211.6%
+569.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.8% |
| 7D | 0.0% | -1.9% | +1.9% | +1.8% |
| 30D | -2.0% | -2.8% | +0.9% | +0.7% |
| 3M | -5.9% | +2.8% | -8.7% | -8.3% |
| 6M | +8.9% | +10.2% | -1.3% | -0.3% |
| YTD | +7.1% | +13.1% | -6.0% | -4.4% |
| 1Y | +39.7% | +14.8% | +24.9% | +22.9% |
| 3Y | +145.8% | +52.6% | +93.2% | +64.3% |
| 5Y | +138.6% | +51.6% | +87.0% | +62.4% |
| All | +780.7% | +211.6% | +569.0% | +226.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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