+1,132.1%
IVV vs RSP
+1,132.2%
-0.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.9% | -1.5% | -1.8% |
| 7D | -4.8% | -1.4% | -3.3% | -3.5% |
| 30D | -5.9% | +2.1% | -8.1% | -7.7% |
| 3M | -4.5% | -0.9% | -3.6% | -3.8% |
| 6M | +1.8% | +7.5% | -5.7% | -4.6% |
| YTD | +8.4% | +14.6% | -6.2% | -4.1% |
| 1Y | +9.4% | +17.6% | -8.2% | -5.5% |
| 3Y | +75.3% | +60.8% | +14.5% | +14.6% |
| 5Y | +67.8% | +46.1% | +21.6% | +19.7% |
| 10Y | +314.2% | +221.4% | +92.8% | +46.5% |
| All | +1,132.1% | +1,132.2% | -0.1% | +37.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling