+48.4%
RSP vs TER
+86.7%
-38.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.8% |
| 7D | +1.8% | +24.0% | -22.2% | -1.7% |
| 30D | +3.5% | -30.6% | +34.1% | +8.8% |
| 3M | +0.2% | -34.5% | +34.7% | +5.6% |
| 6M | +9.1% | -26.4% | +35.5% | +10.1% |
| YTD | +16.6% | +36.4% | -19.8% | +1.1% |
| 1Y | +17.9% | +47.4% | -29.5% | +0.2% |
| 3Y | +64.6% | +202.6% | -138.0% | +7.7% |
| 5Y | +48.4% | +83.9% | -35.5% | +2.3% |
| All | +48.4% | +86.7% | -38.3% | +2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling