+203.4%
RSP vs MKTX
+5.1%
+198.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -3.1% | -0.2% | -3.0% | -3.1% |
| 30D | -3.4% | +0.8% | -4.2% | -3.5% |
| 3M | +3.6% | +41.1% | -37.5% | -3.3% |
| 6M | +9.0% | -9.5% | +18.5% | +10.4% |
| YTD | +12.2% | -8.7% | +20.9% | +13.3% |
| 1Y | +15.6% | -10.0% | +25.5% | +16.8% |
| 3Y | +51.6% | -24.6% | +76.3% | +54.7% |
| 5Y | +50.4% | -60.3% | +110.7% | +72.2% |
| All | +203.4% | +5.1% | +198.3% | +177.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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