+48.4%
RSP vs ROIV
+380.3%
-331.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.3% | +0.3% |
| 7D | +2.4% | +1.7% | +0.7% | +2.2% |
| 30D | +4.3% | +17.6% | -13.3% | +2.9% |
| 3M | -0.3% | +9.0% | -9.3% | -1.3% |
| 6M | +9.8% | +35.3% | -25.5% | +6.6% |
| YTD | +16.8% | +82.2% | -65.3% | +10.4% |
| 1Y | +19.5% | +92.3% | -72.8% | +12.3% |
| 3Y | +65.1% | +336.8% | -271.6% | +44.7% |
| All | +48.4% | +380.3% | -331.9% | +18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling