+215.6%
RSP vs MSCI
+799.4%
-583.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.4% | +2.0% |
| 7D | +0.4% | +1.5% | -1.0% | -0.1% |
| 30D | +3.7% | +14.4% | -10.7% | -1.2% |
| 3M | +0.8% | +15.2% | -14.4% | -4.4% |
| 6M | +9.1% | +11.2% | -2.1% | +4.1% |
| YTD | +16.7% | +13.9% | +2.8% | +9.6% |
| 1Y | +19.7% | +12.5% | +7.2% | +12.8% |
| 3Y | +66.7% | +32.3% | +34.4% | +43.9% |
| 5Y | +48.7% | +4.9% | +43.8% | +36.0% |
| 10Y | +215.6% | +779.7% | -564.1% | +38.2% |
| All | +215.6% | +799.4% | -583.8% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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