+51.9%
RSP vs TRU
-35.9%
+87.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | -0.3% |
| 7D | -0.4% | -7.2% | +6.8% | +1.5% |
| 30D | -1.5% | -2.8% | +1.3% | -0.9% |
| 3M | +4.8% | +13.0% | -8.2% | +0.8% |
| 6M | +10.3% | +0.7% | +9.6% | +9.0% |
| YTD | +14.1% | -9.0% | +23.1% | +15.2% |
| 1Y | +17.0% | -16.3% | +33.3% | +20.5% |
| 3Y | +54.2% | -1.1% | +55.2% | +46.9% |
| All | +51.9% | -35.9% | +87.9% | +68.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling