+177.3%
RSP vs FND
+58.4%
+118.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.6% | +3.6% | 0.0% |
| 7D | -0.4% | +0.4% | -0.8% | -0.5% |
| 30D | -1.5% | -23.6% | +22.0% | +4.4% |
| 3M | +4.8% | +4.3% | +0.5% | +2.8% |
| 6M | +10.3% | -20.3% | +30.5% | +14.4% |
| YTD | +14.1% | -21.3% | +35.4% | +18.1% |
| 1Y | +17.0% | -45.4% | +62.4% | +31.3% |
| 3Y | +54.2% | -48.9% | +103.0% | +69.5% |
| 5Y | +51.5% | -61.0% | +112.5% | +69.4% |
| All | +177.3% | +58.4% | +118.9% | +124.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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