+167.3%
RSP vs MDB
+892.0%
-724.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.6% | -2.4% | +1.8% |
| 7D | +0.4% | -0.9% | +1.4% | +0.5% |
| 30D | +3.7% | -15.2% | +18.9% | +5.3% |
| 3M | +0.8% | -17.9% | +18.7% | +2.0% |
| 6M | +9.1% | +9.3% | -0.2% | +6.3% |
| YTD | +16.7% | -22.0% | +38.7% | +16.9% |
| 1Y | +19.7% | -9.3% | +29.0% | +17.4% |
| 3Y | +66.7% | -10.4% | +77.1% | +56.9% |
| 5Y | +48.7% | -43.2% | +91.9% | +38.1% |
| All | +167.3% | +892.0% | -724.7% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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