+204.4%
RSP vs BB
+3.3%
+201.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.2% | -1.3% |
| 7D | -0.4% | +0.5% | -0.9% | -0.5% |
| 30D | -1.5% | -12.4% | +10.8% | -0.2% |
| 3M | +4.8% | -15.3% | +20.1% | +5.8% |
| 6M | +10.3% | +128.8% | -118.5% | -2.0% |
| YTD | +14.1% | +107.7% | -93.6% | +2.5% |
| 1Y | +17.0% | +103.9% | -86.9% | +4.8% |
| 3Y | +54.2% | +72.6% | -18.4% | +35.7% |
| 5Y | +51.5% | -24.3% | +75.8% | +42.5% |
| 10Y | +204.4% | +3.1% | +201.3% | +122.9% |
| All | +204.4% | +3.3% | +201.1% | +122.9% |
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