+215.6%
RSP vs SPY
+315.0%
-99.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.4% | -0.1% | 0.0% |
| 7D | +0.4% | +0.1% | +0.4% | +0.3% |
| 30D | +3.7% | -3.3% | +7.0% | +7.0% |
| 3M | +0.8% | -2.4% | +3.2% | +3.0% |
| 6M | +9.1% | +2.6% | +6.5% | +6.1% |
| YTD | +16.7% | +11.2% | +5.5% | +4.9% |
| 1Y | +19.7% | +13.4% | +6.3% | +5.5% |
| 3Y | +66.7% | +79.9% | -13.2% | -7.5% |
| 5Y | +48.7% | +72.2% | -23.5% | -14.1% |
| 10Y | +215.6% | +307.3% | -91.8% | -24.3% |
| All | +215.6% | +315.0% | -99.5% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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