+205.8%
RSP vs FISV
+3.1%
+202.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.4% | -4.6% | -0.9% |
| 7D | -1.9% | -2.7% | +0.8% | -1.1% |
| 30D | -2.8% | 0.0% | -2.8% | -3.1% |
| 3M | +2.8% | -2.8% | +5.6% | +2.8% |
| 6M | +10.2% | -11.8% | +22.0% | +13.0% |
| YTD | +13.1% | -23.2% | +36.3% | +20.9% |
| 1Y | +14.8% | -62.0% | +76.8% | +48.5% |
| 3Y | +52.6% | -57.6% | +110.2% | +73.5% |
| 5Y | +51.6% | -53.4% | +105.0% | +59.9% |
| All | +205.8% | +3.1% | +202.7% | +123.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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