+48.7%
RSP vs USFD
+204.0%
-155.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.1% | -0.8% | +1.3% |
| 7D | +0.4% | +3.9% | -3.5% | -0.9% |
| 30D | +3.7% | +12.8% | -9.1% | -0.5% |
| 3M | +0.8% | +1.0% | -0.2% | +0.2% |
| 6M | +9.1% | +30.3% | -21.2% | -0.9% |
| YTD | +16.7% | +46.0% | -29.2% | +0.4% |
| 1Y | +19.7% | +49.6% | -29.9% | +1.8% |
| 3Y | +66.7% | +166.3% | -99.6% | +12.0% |
| 5Y | +48.7% | +208.4% | -159.7% | -8.7% |
| All | +48.7% | +204.0% | -155.3% | -8.7% |
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