+29.3%
V vs RSP
+21.9%
+7.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.9% | +2.0% | +2.6% |
| 7D | +9.0% | +2.7% | +6.3% | +7.0% |
| 30D | +18.1% | +5.8% | +12.3% | +13.9% |
| 3M | +18.3% | +1.8% | +16.6% | +16.8% |
| 6M | +34.1% | +11.6% | +22.5% | +25.4% |
| YTD | +25.2% | +18.0% | +7.3% | +12.2% |
| 1Y | +29.3% | +21.8% | +7.5% | +13.3% |
| All | +29.3% | +21.9% | +7.5% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 1y: compounded portfolio wealth divided by compounded RSP 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…
1y analysis · Full analysis span regression · 6 months rolling