+207.1%
RSP vs EMB
+29.2%
+177.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.8% | 0.0% | -0.8% | -0.8% |
| 30D | -0.3% | -0.3% | 0.0% | 0.0% |
| 3M | +4.3% | -0.4% | +4.7% | +4.8% |
| 6M | +8.8% | +0.1% | +8.7% | +8.8% |
| YTD | +15.3% | +1.6% | +13.7% | +13.4% |
| 1Y | +18.3% | +5.6% | +12.7% | +11.6% |
| 3Y | +52.8% | +29.8% | +23.0% | +16.2% |
| 5Y | +51.7% | +7.3% | +44.4% | +42.7% |
| All | +207.1% | +29.2% | +177.9% | +153.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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