+211.0%
RSP vs TRV
+350.6%
-139.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +2.4% | +2.0% | +0.3% | +1.4% |
| 30D | +4.3% | +6.7% | -2.4% | +1.2% |
| 3M | -0.3% | +9.4% | -9.7% | -4.4% |
| 6M | +9.8% | +37.7% | -27.9% | -6.0% |
| YTD | +16.8% | +40.6% | -23.8% | -1.3% |
| 1Y | +19.5% | +42.4% | -22.9% | +0.3% |
| 3Y | +65.1% | +148.1% | -83.0% | +2.6% |
| 5Y | +48.7% | +181.7% | -133.0% | -15.5% |
| All | +211.0% | +350.6% | -139.6% | +43.3% |
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