+15.6%
RSP vs IEFA
+17.8%
-2.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.2% |
| 7D | -3.1% | -2.4% | -0.7% | -1.8% |
| 30D | -3.4% | -2.1% | -1.3% | -2.3% |
| 3M | +3.6% | +5.5% | -1.9% | +0.5% |
| 6M | +9.0% | +8.1% | +0.8% | +4.0% |
| YTD | +12.2% | +11.9% | +0.3% | +3.1% |
| 1Y | +15.6% | +18.1% | -2.5% | +1.4% |
| All | +15.6% | +17.8% | -2.2% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 1y: compounded portfolio wealth divided by compounded IEFA 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…
1y analysis · Full analysis span regression · 6 months rolling