+213.2%
RSP vs WWD
+460.9%
-247.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.2% |
| 7D | +0.7% | +0.4% | +0.3% | +0.5% |
| 30D | +3.7% | -0.4% | +4.1% | +3.5% |
| 3M | +0.7% | -6.1% | +6.8% | +2.3% |
| 6M | +9.0% | -9.5% | +18.6% | +11.3% |
| YTD | +16.7% | +10.8% | +5.9% | +9.5% |
| 1Y | +19.0% | +23.5% | -4.6% | +6.7% |
| 3Y | +64.7% | +151.3% | -86.5% | +9.9% |
| 5Y | +49.6% | +187.8% | -138.2% | -7.7% |
| 10Y | +213.2% | +461.1% | -247.9% | +47.3% |
| All | +213.2% | +460.9% | -247.8% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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