+3,309.9%
V vs RSP
+579.1%
+2,730.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.9% | -0.3% | -0.6% |
| 7D | +2.9% | -1.4% | +4.4% | +4.3% |
| 30D | +14.0% | +2.1% | +11.9% | +12.0% |
| 3M | +14.9% | -0.9% | +15.8% | +15.9% |
| 6M | +31.7% | +7.5% | +24.2% | +23.3% |
| YTD | +21.2% | +14.6% | +6.7% | +6.9% |
| 1Y | +25.3% | +17.6% | +7.6% | +7.8% |
| 3Y | +77.5% | +60.8% | +16.7% | +14.4% |
| 5Y | +102.6% | +46.1% | +56.4% | +42.3% |
| 10Y | +464.3% | +221.4% | +242.9% | +97.2% |
| All | +3,309.9% | +579.1% | +2,730.8% | +583.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling