+1,127.7%
RSP vs SYY
+426.2%
+701.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | +0.1% |
| 7D | -0.8% | -2.3% | +1.5% | +0.3% |
| 30D | -0.3% | -4.9% | +4.6% | +1.9% |
| 3M | +4.3% | +8.4% | -4.1% | +0.3% |
| 6M | +8.8% | -7.4% | +16.2% | +11.3% |
| YTD | +15.3% | +11.0% | +4.3% | +7.8% |
| 1Y | +18.3% | -0.2% | +18.5% | +16.0% |
| 3Y | +52.8% | +23.8% | +29.0% | +33.5% |
| 5Y | +51.7% | +18.1% | +33.6% | +33.6% |
| 10Y | +208.5% | +94.6% | +113.9% | +89.5% |
| All | +1,127.7% | +426.2% | +701.5% | +294.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling