+205.5%
RSP vs SYY
+112.2%
+93.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.1% | -1.8% |
| 7D | -1.8% | -0.2% | -1.6% | -1.8% |
| 30D | -2.5% | -2.7% | +0.2% | -1.6% |
| 3M | +3.0% | +5.9% | -2.9% | +0.6% |
| 6M | +8.9% | -2.3% | +11.2% | +8.8% |
| YTD | +13.0% | +13.1% | -0.1% | +6.2% |
| 1Y | +16.2% | +3.8% | +12.5% | +12.8% |
| 3Y | +52.7% | +26.7% | +26.0% | +35.4% |
| 5Y | +50.5% | +19.4% | +31.0% | +35.5% |
| All | +205.5% | +112.2% | +93.3% | +122.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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