+211.0%
RSP vs BND
+17.2%
+193.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | +2.4% | -1.4% | +3.8% | +3.1% |
| 30D | +4.3% | +0.6% | +3.7% | +4.0% |
| 3M | -0.3% | -1.6% | +1.3% | +0.5% |
| 6M | +9.8% | -1.5% | +11.4% | +10.7% |
| YTD | +16.8% | -1.5% | +18.3% | +17.8% |
| 1Y | +19.5% | -1.1% | +20.6% | +20.2% |
| 3Y | +65.1% | +13.6% | +51.5% | +56.1% |
| 5Y | +48.7% | -1.8% | +50.5% | +44.8% |
| All | +211.0% | +17.2% | +193.7% | +232.1% |
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