+89.8%
RSP vs ROIV
+232.7%
-142.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.6% |
| 7D | -0.8% | +0.6% | -1.4% | -0.8% |
| 30D | -0.3% | +1.0% | -1.3% | -0.4% |
| 3M | +4.3% | +18.3% | -14.0% | +2.8% |
| 6M | +8.8% | +18.3% | -9.5% | +7.2% |
| YTD | +15.3% | +61.0% | -45.7% | +10.7% |
| 1Y | +18.3% | +177.9% | -159.6% | +8.9% |
| 3Y | +52.8% | +199.1% | -146.3% | +38.6% |
| 5Y | +51.7% | +250.7% | -199.0% | +28.9% |
| All | +89.8% | +232.7% | -142.9% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling