+209.8%
RSP vs XHB
+202.9%
+6.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.2% |
| 7D | -1.8% | -1.9% | +0.1% | -0.8% |
| 30D | -2.5% | -8.3% | +5.8% | +2.0% |
| 3M | +3.0% | -7.1% | +10.1% | +6.5% |
| 6M | +8.9% | -5.3% | +14.2% | +10.7% |
| YTD | +13.0% | -3.2% | +16.2% | +13.0% |
| 1Y | +16.2% | -13.9% | +30.1% | +23.8% |
| 3Y | +52.7% | +24.9% | +27.8% | +26.6% |
| 5Y | +50.5% | +34.5% | +16.0% | +16.4% |
| 10Y | +209.8% | +215.5% | -5.6% | +37.8% |
| All | +209.8% | +202.9% | +6.9% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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