+208.0%
RSP vs USB
+107.5%
+100.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -0.8% | +1.4% | -2.2% | -1.4% |
| 30D | -0.3% | -1.3% | +1.0% | +0.2% |
| 3M | +4.3% | +15.2% | -11.0% | -2.4% |
| 6M | +8.8% | +18.8% | -10.0% | +0.2% |
| YTD | +15.3% | +21.0% | -5.8% | +5.0% |
| 1Y | +18.3% | +34.0% | -15.7% | +2.6% |
| 3Y | +52.8% | +95.3% | -42.5% | +8.4% |
| 5Y | +51.7% | +40.4% | +11.3% | +22.6% |
| All | +208.0% | +107.5% | +100.5% | +88.0% |
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