+306.5%
IVV vs RSP
+215.0%
+91.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | -2.7% | -1.0% | -1.7% | -1.7% |
| 30D | -5.4% | +2.6% | -8.0% | -7.6% |
| 3M | -4.1% | -0.8% | -3.3% | -3.4% |
| 6M | +0.7% | +6.3% | -5.5% | -4.9% |
| YTD | +8.7% | +14.1% | -5.4% | -3.9% |
| 1Y | +11.0% | +18.0% | -7.0% | -5.0% |
| 3Y | +75.4% | +61.0% | +14.4% | +12.5% |
| 5Y | +68.3% | +45.6% | +22.7% | +18.6% |
| All | +306.5% | +215.0% | +91.6% | +44.0% |
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