+53.0%
RSP vs USFD
+215.8%
-162.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -0.8% | -3.0% | +2.2% | +0.2% |
| 30D | -0.3% | +3.5% | -3.9% | -1.6% |
| 3M | +4.3% | +26.6% | -22.3% | -3.9% |
| 6M | +8.8% | +11.7% | -2.9% | +4.3% |
| YTD | +15.3% | +38.1% | -22.9% | +1.5% |
| 1Y | +18.3% | +33.4% | -15.1% | +5.3% |
| 3Y | +52.8% | +155.8% | -103.0% | +5.4% |
| All | +53.0% | +215.8% | -162.9% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 5y: compounded portfolio wealth divided by compounded USFD 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…
5y analysis · Full analysis span regression · 6 months rolling