+210.3%
RSP vs EFA
+146.6%
+63.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.3% |
| 7D | +1.8% | +1.3% | +0.5% | +0.6% |
| 30D | +3.5% | +0.5% | +3.0% | +3.0% |
| 3M | +0.2% | -4.1% | +4.4% | +4.0% |
| 6M | +9.1% | +2.4% | +6.7% | +6.3% |
| YTD | +16.6% | +10.0% | +6.6% | +5.6% |
| 1Y | +17.9% | +11.4% | +6.5% | +5.5% |
| 3Y | +64.6% | +65.4% | -0.8% | -0.3% |
| 5Y | +48.4% | +49.6% | -1.2% | -1.0% |
| All | +210.3% | +146.6% | +63.7% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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