+55.8%
RSP vs TRU
+0.9%
+54.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.9% | +5.5% | +0.7% |
| 7D | -0.8% | -6.8% | +6.0% | +0.6% |
| 30D | -0.3% | 0.0% | -0.4% | -0.4% |
| 3M | +4.3% | +13.3% | -9.0% | +1.2% |
| 6M | +8.8% | +3.4% | +5.4% | +7.3% |
| YTD | +15.3% | -6.4% | +21.6% | +15.5% |
| 1Y | +18.3% | -9.7% | +28.0% | +19.1% |
| All | +55.8% | +0.9% | +54.9% | +56.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling