+215.7%
RSP vs TGT
+214.1%
+1.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.7% |
| 7D | -0.3% | +0.5% | -0.8% | -0.4% |
| 30D | +4.4% | +6.7% | -2.2% | +2.6% |
| 3M | +1.3% | +8.4% | -7.1% | -1.1% |
| 6M | +10.0% | +40.7% | -30.7% | +0.1% |
| YTD | +17.6% | +72.2% | -54.6% | +1.1% |
| 1Y | +19.2% | +86.2% | -66.9% | +0.2% |
| 3Y | +66.0% | +68.8% | -2.8% | +36.9% |
| 5Y | +50.4% | -25.2% | +75.6% | +52.0% |
| 10Y | +215.7% | +210.0% | +5.6% | +121.7% |
| All | +215.7% | +214.1% | +1.6% | +121.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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