+51.5%
RSP vs SYY
+18.1%
+33.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.8% | -0.9% |
| 7D | -0.4% | -2.8% | +2.4% | +0.6% |
| 30D | -1.5% | -5.3% | +3.8% | +0.4% |
| 3M | +4.8% | +5.1% | -0.3% | +2.8% |
| 6M | +10.3% | -5.0% | +15.3% | +11.5% |
| YTD | +14.1% | +10.7% | +3.4% | +7.8% |
| 1Y | +17.0% | +0.7% | +16.3% | +15.0% |
| 3Y | +54.2% | +24.0% | +30.1% | +35.5% |
| 5Y | +51.5% | +19.3% | +32.2% | +33.3% |
| All | +51.5% | +18.1% | +33.4% | +33.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling