+208.6%
RSP vs EMB
+30.1%
+178.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -1.0% | -0.1% | -0.9% | -0.9% |
| 30D | +2.6% | +1.3% | +1.3% | +1.2% |
| 3M | -0.8% | -2.2% | +1.5% | +1.7% |
| 6M | +6.3% | -2.3% | +8.6% | +9.1% |
| YTD | +14.1% | -0.6% | +14.8% | +15.0% |
| 1Y | +18.0% | +0.5% | +17.5% | +17.6% |
| 3Y | +61.0% | +29.4% | +31.6% | +22.9% |
| 5Y | +45.6% | +6.5% | +39.1% | +38.0% |
| All | +208.6% | +30.1% | +178.5% | +155.2% |
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