+77.9%
V vs RSP
+66.6%
+11.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | 0.0% |
| 7D | -2.3% | -0.3% | -2.0% | -2.1% |
| 30D | +9.5% | +4.4% | +5.1% | +5.9% |
| 3M | +17.5% | +1.3% | +16.2% | +16.4% |
| 6M | +32.2% | +10.0% | +22.2% | +22.7% |
| YTD | +22.3% | +17.6% | +4.7% | +7.3% |
| 1Y | +26.8% | +19.2% | +7.6% | +10.1% |
| All | +77.9% | +66.6% | +11.3% | +30.2% |
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 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