+49.6%
RSP vs TGT
-25.1%
+74.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +0.4% |
| 7D | +0.7% | +5.5% | -4.8% | -0.5% |
| 30D | +3.7% | +6.0% | -2.4% | +2.2% |
| 3M | +0.7% | +8.0% | -7.3% | -1.3% |
| 6M | +9.0% | +32.3% | -23.3% | +1.5% |
| YTD | +16.7% | +71.3% | -54.6% | +1.7% |
| 1Y | +19.0% | +86.8% | -67.9% | +1.3% |
| 3Y | +64.7% | +67.9% | -3.1% | +36.5% |
| 5Y | +49.6% | -25.1% | +74.7% | +52.2% |
| All | +49.6% | -25.1% | +74.7% | +52.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling