+52.7%
RSP vs NVD
-99.1%
+151.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.5% | -5.1% | -0.4% |
| 7D | -3.1% | +9.0% | -12.2% | -2.7% |
| 30D | -3.4% | -5.5% | +2.1% | -3.5% |
| 3M | +3.6% | -24.6% | +28.2% | +2.5% |
| 6M | +9.0% | -42.1% | +51.0% | +6.6% |
| YTD | +12.2% | -44.3% | +56.5% | +9.8% |
| 1Y | +15.6% | -54.2% | +69.7% | +12.4% |
| 3Y | +51.6% | -99.1% | +150.8% | +22.9% |
| All | +52.7% | -99.1% | +151.8% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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