+210.3%
RSP vs TRV
+350.5%
-140.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.3% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | +3.5% | +8.0% | -4.5% | -0.1% |
| 3M | +0.2% | +9.3% | -9.1% | -3.9% |
| 6M | +9.1% | +36.2% | -27.1% | -6.1% |
| YTD | +16.6% | +40.6% | -24.0% | -1.5% |
| 1Y | +17.9% | +43.1% | -25.1% | -1.2% |
| 3Y | +64.6% | +149.6% | -85.0% | +2.0% |
| 5Y | +48.4% | +181.6% | -133.2% | -15.6% |
| All | +210.3% | +350.5% | -140.2% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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