+49.6%
RSP vs BND
-2.0%
+51.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.4% |
| 7D | +0.7% | -0.1% | +0.8% | +0.8% |
| 30D | +3.7% | +1.3% | +2.4% | +2.8% |
| 3M | +0.7% | -0.7% | +1.4% | +1.2% |
| 6M | +9.0% | -1.6% | +10.7% | +10.3% |
| YTD | +16.7% | -1.0% | +17.7% | +17.6% |
| 1Y | +19.0% | -0.7% | +19.7% | +19.6% |
| 3Y | +64.7% | +14.1% | +50.7% | +51.7% |
| 5Y | +49.6% | -1.5% | +51.1% | +29.8% |
| All | +49.6% | -2.0% | +51.6% | +29.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling