+55.9%
RSP vs IVZ
+144.8%
-89.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.8% |
| 7D | -0.8% | +0.6% | -1.4% | -1.0% |
| 30D | -0.3% | +4.0% | -4.3% | -1.5% |
| 3M | +4.3% | +18.2% | -13.9% | -0.9% |
| 6M | +8.8% | +32.8% | -24.0% | -0.4% |
| YTD | +15.3% | +28.7% | -13.5% | +6.1% |
| 1Y | +18.3% | +55.4% | -37.1% | +2.5% |
| All | +55.9% | +144.8% | -89.0% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 3y: compounded portfolio wealth divided by compounded IVZ 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…
3y analysis · Full analysis span regression · 6 months rolling