+215.7%
RSP vs TER
+1,093.5%
-877.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.3% | -7.5% | -0.9% |
| 7D | -0.3% | +5.9% | -6.2% | -1.9% |
| 30D | +4.4% | -30.8% | +35.2% | +11.7% |
| 3M | +1.3% | -29.9% | +31.2% | +6.9% |
| 6M | +10.0% | -27.5% | +37.4% | +11.9% |
| YTD | +17.6% | +37.5% | -19.9% | -1.1% |
| 1Y | +19.2% | +50.3% | -31.0% | -2.4% |
| 3Y | +66.0% | +204.9% | -138.8% | +3.3% |
| 5Y | +50.4% | +89.2% | -38.7% | +3.3% |
| 10Y | +215.7% | +1,077.0% | -861.3% | +24.3% |
| All | +215.7% | +1,093.5% | -877.8% | +24.3% |
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