+77.6%
V vs RSP
+60.0%
+17.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | +2.2% | -1.0% | +3.2% | +3.1% |
| 30D | +13.6% | +2.6% | +11.0% | +11.5% |
| 3M | +14.3% | -0.8% | +15.1% | +15.1% |
| 6M | +33.1% | +6.3% | +26.8% | +27.0% |
| YTD | +21.2% | +14.1% | +7.1% | +9.0% |
| 1Y | +26.4% | +18.0% | +8.4% | +10.6% |
| 3Y | +77.6% | +61.0% | +16.6% | +30.6% |
| All | +77.6% | +60.0% | +17.5% | +30.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling