+215.7%
RSP vs TRU
+186.2%
+29.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -0.3% | 0.0% | -0.3% | -0.3% |
| 30D | +4.4% | +24.3% | -19.8% | -3.3% |
| 3M | +1.3% | +2.3% | -1.0% | -0.3% |
| 6M | +10.0% | +17.7% | -7.7% | +2.4% |
| YTD | +17.6% | -3.8% | +21.4% | +15.9% |
| 1Y | +19.2% | -0.3% | +19.5% | +15.8% |
| 3Y | +66.0% | +58.4% | +7.6% | +28.2% |
| 5Y | +50.4% | -24.0% | +74.4% | +51.1% |
| 10Y | +215.7% | +187.9% | +27.7% | +118.7% |
| All | +215.7% | +186.2% | +29.5% | +118.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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