+54.2%
RSP vs BND
+13.3%
+40.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -1.0% | -1.0% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | -1.5% | -0.4% | -1.2% | -1.2% |
| 3M | +4.8% | -0.2% | +5.0% | +5.0% |
| 6M | +10.3% | -1.2% | +11.4% | +11.3% |
| YTD | +14.1% | -0.3% | +14.4% | +14.4% |
| 1Y | +17.0% | +0.4% | +16.6% | +16.8% |
| 3Y | +54.2% | +13.4% | +40.8% | +39.7% |
| All | +54.2% | +13.3% | +40.9% | +39.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling