+161.4%
RSP vs MDB
+848.0%
-686.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -0.7% |
| 7D | -1.0% | -11.4% | +10.3% | +0.2% |
| 30D | +2.6% | -13.8% | +16.4% | +3.9% |
| 3M | -0.8% | -15.5% | +14.7% | +0.1% |
| 6M | +6.3% | +17.9% | -11.7% | +2.6% |
| YTD | +14.1% | -25.5% | +39.6% | +14.8% |
| 1Y | +18.0% | -12.1% | +30.1% | +16.1% |
| 3Y | +61.0% | -5.9% | +66.9% | +50.4% |
| 5Y | +45.6% | -43.7% | +89.3% | +35.2% |
| All | +161.4% | +848.0% | -686.6% | +64.2% |
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