+215.6%
RSP vs TER
+1,026.7%
-811.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +12.7% | -10.5% | -0.4% |
| 7D | +0.4% | -5.8% | +6.2% | +1.2% |
| 30D | +3.7% | -38.9% | +42.6% | +13.9% |
| 3M | +0.8% | -35.1% | +35.9% | +8.1% |
| 6M | +9.1% | -31.6% | +40.7% | +12.3% |
| YTD | +16.7% | +27.2% | -10.5% | -0.2% |
| 1Y | +19.7% | +35.2% | -15.5% | +0.4% |
| 3Y | +66.7% | +192.8% | -126.1% | +4.2% |
| 5Y | +48.7% | +72.4% | -23.7% | +4.3% |
| 10Y | +215.6% | +1,001.8% | -786.3% | +27.1% |
| All | +215.6% | +1,026.7% | -811.2% | +27.1% |
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