+204.4%
RSP vs WU
-41.4%
+245.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | -0.2% |
| 7D | -0.4% | -0.8% | +0.5% | -0.1% |
| 30D | -1.5% | -1.1% | -0.4% | -1.2% |
| 3M | +4.8% | -1.8% | +6.6% | +3.7% |
| 6M | +10.3% | -23.9% | +34.2% | +19.7% |
| YTD | +14.1% | -20.4% | +34.5% | +21.3% |
| 1Y | +17.0% | -10.6% | +27.6% | +17.8% |
| 3Y | +54.2% | -27.7% | +81.9% | +65.1% |
| 5Y | +51.5% | -51.1% | +102.6% | +88.4% |
| 10Y | +204.4% | -40.7% | +245.1% | +239.7% |
| All | +204.4% | -41.4% | +245.8% | +239.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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