+484.0%
V vs RSP
+212.4%
+271.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.1% |
| 7D | +0.9% | +2.4% | -1.4% | -1.4% |
| 30D | +9.0% | +4.3% | +4.7% | +4.7% |
| 3M | +16.7% | -0.3% | +17.1% | +17.1% |
| 6M | +33.4% | +9.8% | +23.6% | +21.8% |
| YTD | +22.4% | +16.8% | +5.5% | +4.9% |
| 1Y | +27.7% | +19.5% | +8.2% | +7.1% |
| 3Y | +78.0% | +65.1% | +12.8% | +7.7% |
| 5Y | +108.5% | +48.7% | +59.8% | +39.8% |
| All | +484.0% | +212.4% | +271.6% | +77.3% |
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 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