+211.0%
RSP vs BB
+21.8%
+189.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.5% |
| 7D | +2.4% | +1.8% | +0.5% | +2.1% |
| 30D | +4.3% | +8.1% | -3.9% | +3.0% |
| 3M | -0.3% | -1.0% | +0.7% | -0.9% |
| 6M | +9.8% | +45.9% | -36.1% | +3.1% |
| YTD | +16.8% | +134.8% | -118.0% | +3.0% |
| 1Y | +19.5% | +104.6% | -85.1% | +6.9% |
| 3Y | +65.1% | +152.8% | -87.7% | +38.7% |
| 5Y | +48.7% | -17.4% | +66.1% | +38.2% |
| All | +211.0% | +21.8% | +189.2% | +126.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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