+215.6%
RSP vs C
+229.8%
-14.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.5% | -0.2% | +1.2% |
| 7D | +0.4% | -0.9% | +1.4% | +0.8% |
| 30D | +3.7% | -5.4% | +9.1% | +6.0% |
| 3M | +0.8% | -9.2% | +9.9% | +4.6% |
| 6M | +9.1% | -1.8% | +10.9% | +9.0% |
| YTD | +16.7% | +6.7% | +10.0% | +11.5% |
| 1Y | +19.7% | +23.5% | -3.8% | +7.1% |
| 3Y | +66.7% | +219.8% | -153.1% | -5.0% |
| 5Y | +48.7% | +112.4% | -63.7% | -0.2% |
| 10Y | +215.6% | +220.1% | -4.5% | +72.6% |
| All | +215.6% | +229.8% | -14.2% | +72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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