+211.0%
RSP vs MDY
+165.3%
+45.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | +2.4% | +2.3% | +0.1% | +0.5% |
| 30D | +4.3% | +2.0% | +2.3% | +2.5% |
| 3M | -0.3% | -5.6% | +5.3% | +4.5% |
| 6M | +9.8% | +1.3% | +8.5% | +8.4% |
| YTD | +16.8% | +12.3% | +4.5% | +5.5% |
| 1Y | +19.5% | +15.8% | +3.7% | +5.2% |
| 3Y | +65.1% | +56.5% | +8.7% | +11.2% |
| 5Y | +48.7% | +35.1% | +13.6% | +12.7% |
| All | +211.0% | +165.3% | +45.6% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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