+209.8%
RSP vs BND
+15.6%
+194.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.7% | -0.9% |
| 7D | -1.8% | -0.1% | -1.7% | -1.7% |
| 30D | -2.5% | -0.2% | -2.3% | -2.4% |
| 3M | +3.0% | -0.7% | +3.7% | +3.4% |
| 6M | +8.9% | -1.7% | +10.6% | +9.8% |
| YTD | +13.0% | -0.5% | +13.5% | +13.3% |
| 1Y | +16.2% | +0.4% | +15.9% | +16.1% |
| 3Y | +52.7% | +13.1% | +39.5% | +44.5% |
| 5Y | +50.5% | -2.1% | +52.6% | +46.2% |
| 10Y | +209.8% | +15.7% | +194.1% | +227.6% |
| All | +209.8% | +15.6% | +194.3% | +227.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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