+215.7%
RSP vs EEM
+123.6%
+92.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | -0.7% |
| 7D | -0.3% | +0.7% | -1.0% | -0.8% |
| 30D | +4.4% | -6.2% | +10.7% | +8.3% |
| 3M | +1.3% | -5.2% | +6.4% | +4.0% |
| 6M | +10.0% | -8.1% | +18.1% | +13.9% |
| YTD | +17.6% | +14.0% | +3.6% | +4.6% |
| 1Y | +19.2% | +13.8% | +5.4% | +6.1% |
| 3Y | +66.0% | +73.7% | -7.7% | +9.2% |
| 5Y | +50.4% | +34.6% | +15.9% | +17.3% |
| 10Y | +215.7% | +123.6% | +92.1% | +80.4% |
| All | +215.7% | +123.6% | +92.1% | +80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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