+51.5%
RSP vs TGT
-21.7%
+73.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | 0.0% | -0.8% |
| 7D | -0.4% | -0.6% | +0.2% | -0.2% |
| 30D | -1.5% | +9.5% | -11.1% | -3.7% |
| 3M | +4.8% | +32.3% | -27.5% | -2.1% |
| 6M | +10.3% | +37.0% | -26.8% | +1.8% |
| YTD | +14.1% | +71.0% | -57.0% | -0.5% |
| 1Y | +17.0% | +85.0% | -68.0% | -0.1% |
| 3Y | +54.2% | +46.8% | +7.4% | +33.0% |
| 5Y | +51.5% | -22.7% | +74.2% | +53.0% |
| All | +51.5% | -21.7% | +73.2% | +53.0% |
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