+49.3%
RSP vs CORZ
+162.5%
-113.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +11.0% | -10.2% | +0.2% |
| 7D | -0.3% | +14.2% | -14.5% | -1.0% |
| 30D | +4.4% | -3.0% | +7.4% | +4.3% |
| 3M | +1.3% | -26.3% | +27.5% | +2.4% |
| 6M | +10.0% | -36.5% | +46.5% | +11.6% |
| YTD | +17.6% | +0.1% | +17.6% | +15.8% |
| 1Y | +19.2% | -15.9% | +35.1% | +18.3% |
| All | +49.3% | +162.5% | -113.2% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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