+61.0%
RSP vs ROIV
+314.9%
-253.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.2% | -6.5% | -1.2% |
| 7D | -1.0% | +5.3% | -6.4% | -1.8% |
| 30D | +2.6% | +11.9% | -9.3% | +1.0% |
| 3M | -0.8% | +10.7% | -11.5% | -2.6% |
| 6M | +6.3% | +34.9% | -28.6% | +0.6% |
| YTD | +14.1% | +79.2% | -65.0% | +2.1% |
| 1Y | +18.0% | +89.0% | -71.0% | +4.2% |
| 3Y | +61.0% | +337.3% | -276.3% | +16.0% |
| All | +61.0% | +314.9% | -253.9% | +16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling