+1,127.7%
RSP vs TRV
+1,762.3%
-634.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.9% | +0.2% |
| 7D | -0.8% | -0.1% | -0.6% | -0.7% |
| 30D | -0.3% | -3.4% | +3.1% | +1.3% |
| 3M | +4.3% | +26.4% | -22.1% | -7.7% |
| 6M | +8.8% | +19.3% | -10.5% | -1.1% |
| YTD | +15.3% | +28.3% | -13.1% | +0.9% |
| 1Y | +18.3% | +34.3% | -16.0% | +1.0% |
| 3Y | +52.8% | +140.1% | -87.3% | -5.1% |
| 5Y | +51.7% | +155.7% | -104.0% | -10.3% |
| 10Y | +208.5% | +285.5% | -77.1% | +41.5% |
| All | +1,127.7% | +1,762.3% | -634.6% | +148.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling