+231.0%
RSP vs DOC
+19.9%
+211.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.1% | -1.3% | +0.7% |
| 7D | +2.7% | +8.7% | -6.0% | -0.5% |
| 30D | +5.8% | +7.6% | -1.9% | +2.8% |
| 3M | +1.8% | -5.3% | +7.1% | +3.6% |
| 6M | +11.6% | +27.6% | -16.0% | +0.4% |
| YTD | +18.0% | +32.4% | -14.4% | +4.2% |
| 1Y | +21.8% | +22.9% | -1.0% | +10.7% |
| 3Y | +65.6% | +43.1% | +22.5% | +38.7% |
| 5Y | +51.6% | -21.4% | +73.0% | +60.4% |
| 10Y | +231.0% | +16.8% | +214.1% | +198.7% |
| All | +231.0% | +19.9% | +211.1% | +198.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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