+105.8%
V vs RSP
+48.7%
+57.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.6% | -0.6% |
| 7D | -0.4% | +1.8% | -2.1% | -1.9% |
| 30D | +6.3% | +3.5% | +2.8% | +3.2% |
| 3M | +17.2% | +0.2% | +16.9% | +17.0% |
| 6M | +29.2% | +9.1% | +20.1% | +19.7% |
| YTD | +20.8% | +16.6% | +4.2% | +5.3% |
| 1Y | +25.0% | +17.9% | +7.1% | +7.8% |
| 3Y | +75.3% | +64.6% | +10.7% | +11.0% |
| 5Y | +105.8% | +48.4% | +57.4% | +45.7% |
| All | +105.8% | +48.7% | +57.1% | +45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling