+210.3%
RSP vs TMF
-81.8%
+292.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.6% | -1.1% |
| 7D | +1.8% | -8.2% | +9.9% | +1.3% |
| 30D | +3.5% | +5.3% | -1.9% | +3.8% |
| 3M | +0.2% | -8.5% | +8.7% | -0.3% |
| 6M | +9.1% | -17.2% | +26.3% | +7.9% |
| YTD | +16.6% | -23.4% | +40.0% | +14.8% |
| 1Y | +17.9% | -30.2% | +48.2% | +15.4% |
| 3Y | +64.6% | -32.9% | +97.5% | +62.6% |
| 5Y | +48.4% | -88.5% | +137.0% | +15.4% |
| All | +210.3% | -81.8% | +292.2% | +168.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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