+13.5%
IVV vs RSP
+18.5%
-5.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.6% |
| 7D | +2.6% | +2.4% | +0.2% | +0.5% |
| 30D | -2.0% | +4.3% | -6.3% | -5.3% |
| 3M | -2.8% | -0.3% | -2.4% | -2.4% |
| 6M | +2.2% | +9.8% | -7.7% | -5.7% |
| YTD | +11.5% | +16.8% | -5.3% | -2.2% |
| 1Y | +13.5% | +19.5% | -6.0% | -2.1% |
| All | +13.5% | +18.5% | -5.0% | -2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling