+207.1%
RSP vs RRC
+5.5%
+201.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.4% |
| 7D | -0.8% | +1.3% | -2.1% | -0.9% |
| 30D | -0.3% | +10.1% | -10.5% | -1.6% |
| 3M | +4.3% | +4.0% | +0.3% | +3.6% |
| 6M | +8.8% | +1.6% | +7.2% | +8.2% |
| YTD | +15.3% | +19.7% | -4.5% | +12.0% |
| 1Y | +18.3% | +21.4% | -3.1% | +14.5% |
| 3Y | +52.8% | +29.7% | +23.1% | +45.0% |
| 5Y | +51.7% | +153.9% | -102.2% | +28.7% |
| All | +207.1% | +5.5% | +201.6% | +141.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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