+1,143.3%
RSP vs EEM
+714.3%
+429.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.9% | -0.6% | +0.6% |
| 7D | +0.4% | -0.1% | +0.6% | +0.4% |
| 30D | +3.7% | -8.6% | +12.4% | +9.0% |
| 3M | +0.8% | -7.0% | +7.8% | +4.6% |
| 6M | +9.1% | -9.7% | +18.8% | +13.9% |
| YTD | +16.7% | +12.1% | +4.6% | +6.6% |
| 1Y | +19.7% | +14.1% | +5.6% | +8.2% |
| 3Y | +66.7% | +72.1% | -5.4% | +17.1% |
| 5Y | +48.7% | +34.1% | +14.6% | +20.2% |
| 10Y | +215.6% | +109.6% | +105.9% | +93.8% |
| All | +1,143.3% | +714.3% | +429.1% | +203.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling