+214.6%
RSP vs USB
+93.8%
+120.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.1% | -0.8% | -2.0% |
| 7D | -1.4% | -1.5% | 0.0% | -0.8% |
| 30D | +2.1% | +4.3% | -2.2% | +0.2% |
| 3M | -0.9% | -6.1% | +5.1% | +1.7% |
| 6M | +7.5% | +9.4% | -1.9% | +2.8% |
| YTD | +14.6% | +15.2% | -0.6% | +6.6% |
| 1Y | +17.6% | +32.8% | -15.1% | +2.5% |
| 3Y | +60.8% | +91.3% | -30.5% | +15.7% |
| 5Y | +46.1% | +22.7% | +23.5% | +26.4% |
| All | +214.6% | +93.8% | +120.8% | +111.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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