+51.2%
RSP vs SCHW
+59.3%
-8.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -1.9% | -1.9% | 0.0% | -1.4% |
| 30D | -2.8% | -1.6% | -1.2% | -2.4% |
| 3M | +2.8% | +21.3% | -18.4% | -2.7% |
| 6M | +10.2% | +16.5% | -6.3% | +5.1% |
| YTD | +13.1% | +8.4% | +4.7% | +9.8% |
| 1Y | +14.8% | +15.6% | -0.9% | +9.2% |
| 3Y | +52.6% | +86.8% | -34.2% | +24.4% |
| All | +51.2% | +59.3% | -8.1% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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