+50.5%
RSP vs VIAV
+136.9%
-86.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.1% |
| 7D | -1.8% | +13.6% | -15.4% | -3.6% |
| 30D | -2.5% | +5.3% | -7.9% | -3.7% |
| 3M | +3.0% | -15.6% | +18.6% | +4.1% |
| 6M | +8.9% | +34.0% | -25.1% | +0.2% |
| YTD | +13.0% | +119.9% | -106.9% | -7.0% |
| 1Y | +16.2% | +235.2% | -218.9% | -13.6% |
| 3Y | +52.7% | +299.8% | -247.1% | +5.7% |
| 5Y | +50.5% | +140.1% | -89.6% | +19.3% |
| All | +50.5% | +136.9% | -86.4% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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