+1,142.0%
RSP vs WSM
+2,983.5%
-1,841.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.5% | +3.6% | +0.3% |
| 7D | +1.8% | -3.2% | +5.0% | +2.6% |
| 30D | +3.5% | +4.6% | -1.2% | +2.1% |
| 3M | +0.2% | +2.4% | -2.2% | -0.7% |
| 6M | +9.1% | +43.7% | -34.5% | -1.5% |
| YTD | +16.6% | +42.1% | -25.5% | +5.0% |
| 1Y | +17.9% | +32.3% | -14.3% | +8.2% |
| 3Y | +64.6% | +253.0% | -188.4% | +9.1% |
| 5Y | +48.4% | +161.3% | -112.9% | +2.3% |
| 10Y | +212.9% | +1,105.9% | -893.0% | +22.7% |
| All | +1,142.0% | +2,983.5% | -1,841.5% | +176.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 all: compounded portfolio wealth divided by compounded WSM 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…
all analysis · Full analysis span regression · 6 months rolling