+208.0%
RSP vs TER
+1,661.5%
-1,453.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.5% | -6.0% | -1.7% |
| 7D | -0.8% | +0.6% | -1.4% | -1.0% |
| 30D | -0.3% | -8.3% | +7.9% | +1.1% |
| 3M | +4.3% | -12.2% | +16.5% | +4.3% |
| 6M | +8.8% | +17.1% | -8.2% | -0.8% |
| YTD | +15.3% | +84.7% | -69.4% | -7.4% |
| 1Y | +18.3% | +199.9% | -181.6% | -18.0% |
| 3Y | +52.8% | +232.8% | -180.0% | -3.5% |
| 5Y | +51.7% | +198.6% | -146.9% | -5.8% |
| All | +208.0% | +1,661.5% | -1,453.5% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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