+122.9%
RSP vs U
-32.9%
+155.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.2% |
| 7D | +0.7% | +24.4% | -23.6% | -1.4% |
| 30D | +3.7% | +7.4% | -3.7% | +2.7% |
| 3M | +0.7% | +16.8% | -16.1% | -1.1% |
| 6M | +9.0% | +78.8% | -69.7% | +2.4% |
| YTD | +16.7% | +14.0% | +2.7% | +12.9% |
| 1Y | +19.0% | +16.7% | +2.2% | +14.6% |
| 3Y | +64.7% | +86.4% | -21.6% | +45.0% |
| 5Y | +49.6% | -71.5% | +121.1% | +39.7% |
| All | +122.9% | -32.9% | +155.7% | +99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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