+454.5%
V vs RSP
+213.6%
+240.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.6% | +0.7% | -0.1% | -0.1% |
| 30D | +9.7% | +3.7% | +6.1% | +6.0% |
| 3M | +17.3% | +0.7% | +16.6% | +16.6% |
| 6M | +33.2% | +9.0% | +24.2% | +22.4% |
| YTD | +21.3% | +16.7% | +4.7% | +4.2% |
| 1Y | +27.3% | +19.0% | +8.4% | +7.3% |
| 3Y | +76.1% | +64.7% | +11.4% | +6.9% |
| 5Y | +103.5% | +49.6% | +53.9% | +35.6% |
| 10Y | +454.5% | +213.2% | +241.3% | +75.2% |
| All | +454.5% | +213.6% | +240.8% | +75.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling