+1,115.0%
RSP vs SCHW
+1,609.5%
-494.4%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.2% |
| 7D | -0.4% | -1.3% | +0.9% | +0.1% |
| 30D | -1.5% | -0.4% | -1.1% | -1.5% |
| 3M | +4.8% | +21.7% | -16.9% | -3.1% |
| 6M | +10.3% | +13.0% | -2.7% | +4.4% |
| YTD | +14.1% | +8.0% | +6.0% | +9.5% |
| 1Y | +17.0% | +15.8% | +1.2% | +9.2% |
| 3Y | +54.2% | +87.7% | -33.5% | +16.7% |
| 5Y | +51.5% | +59.7% | -8.2% | +16.3% |
| 10Y | +204.4% | +292.9% | -88.5% | +52.1% |
| All | +1,115.0% | +1,609.5% | -494.4% | +220.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling