+916.3%
RSP vs TMF
-69.1%
+985.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.6% | -3.5% | -2.8% |
| 7D | -1.4% | +2.7% | -4.2% | -1.1% |
| 30D | +2.1% | +19.3% | -17.2% | +4.4% |
| 3M | -0.9% | -3.7% | +2.7% | -1.3% |
| 6M | +7.5% | -11.3% | +18.8% | +6.1% |
| YTD | +14.6% | -16.6% | +31.2% | +12.2% |
| 1Y | +17.6% | -21.1% | +38.7% | +14.5% |
| 3Y | +60.8% | -26.8% | +87.6% | +57.8% |
| 5Y | +46.1% | -88.0% | +134.2% | +8.6% |
| 10Y | +221.4% | -84.7% | +306.1% | +173.4% |
| All | +916.3% | -69.1% | +985.4% | +1,061.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling