+92.0%
RSP vs ROIV
+280.9%
-188.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.6% | -0.5% |
| 7D | +1.8% | +9.2% | -7.4% | +1.1% |
| 30D | +3.5% | +19.9% | -16.4% | +2.1% |
| 3M | +0.2% | +10.6% | -10.4% | -0.8% |
| 6M | +9.1% | +36.1% | -26.9% | +6.2% |
| YTD | +16.6% | +84.3% | -67.7% | +10.6% |
| 1Y | +17.9% | +87.6% | -69.7% | +11.7% |
| 3Y | +64.6% | +353.9% | -289.3% | +45.8% |
| 5Y | +48.4% | +376.1% | -327.7% | +22.5% |
| All | +92.0% | +280.9% | -188.9% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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