+210.3%
RSP vs D
+47.7%
+162.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.6% |
| 7D | +1.8% | -3.1% | +4.8% | +2.9% |
| 30D | +3.5% | +8.4% | -4.9% | +0.4% |
| 3M | +0.2% | +0.2% | 0.0% | 0.0% |
| 6M | +9.1% | +9.5% | -0.3% | +5.0% |
| YTD | +16.6% | +18.8% | -2.2% | +8.4% |
| 1Y | +17.9% | +14.7% | +3.2% | +11.0% |
| 3Y | +64.6% | +72.9% | -8.3% | +29.1% |
| 5Y | +48.4% | +13.1% | +35.3% | +37.7% |
| All | +210.3% | +47.7% | +162.7% | +173.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling