+2,926.4%
V vs RSP
+583.2%
+2,343.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.5% |
| 7D | -1.7% | -0.8% | -0.9% | -1.0% |
| 30D | +2.0% | -0.3% | +2.3% | +2.3% |
| 3M | +17.4% | +4.3% | +13.1% | +12.9% |
| 6M | +17.5% | +8.8% | +8.7% | +8.6% |
| YTD | +7.6% | +15.3% | -7.7% | -5.7% |
| 1Y | +7.7% | +18.3% | -10.6% | -7.8% |
| 3Y | +54.7% | +52.8% | +1.9% | +4.3% |
| 5Y | +73.0% | +51.7% | +21.3% | +17.5% |
| 10Y | +390.9% | +208.5% | +182.4% | +77.5% |
| All | +2,926.4% | +583.2% | +2,343.2% | +502.4% |
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