+50.4%
RSP vs EEM
+42.3%
+8.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | +0.4% |
| 7D | -3.1% | -0.7% | -2.4% | -2.8% |
| 30D | -3.4% | +2.4% | -5.8% | -4.7% |
| 3M | +3.6% | +4.2% | -0.5% | +0.6% |
| 6M | +9.0% | +14.8% | -5.8% | -0.8% |
| YTD | +12.2% | +23.1% | -10.9% | -2.5% |
| 1Y | +15.6% | +32.5% | -17.0% | -4.2% |
| 3Y | +51.6% | +85.9% | -34.2% | +0.3% |
| 5Y | +50.4% | +43.6% | +6.9% | +14.0% |
| All | +50.4% | +42.3% | +8.1% | +14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling