+1,127.7%
RSP vs D
+484.1%
+643.7%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -0.8% | +1.5% | -2.2% | -1.5% |
| 30D | -0.3% | -2.6% | +2.3% | +0.9% |
| 3M | +4.3% | 0.0% | +4.3% | +4.1% |
| 6M | +8.8% | +7.4% | +1.5% | +4.2% |
| YTD | +15.3% | +15.9% | -0.6% | +5.9% |
| 1Y | +18.3% | +18.1% | +0.2% | +7.3% |
| 3Y | +52.8% | +58.4% | -5.6% | +15.1% |
| 5Y | +51.7% | +5.2% | +46.5% | +40.3% |
| 10Y | +208.5% | +35.9% | +172.6% | +129.4% |
| All | +1,127.7% | +484.1% | +643.7% | +257.2% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling