+3,340.1%
V vs RSP
+597.2%
+2,742.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.1% |
| 7D | -2.3% | -0.3% | -2.0% | -2.1% |
| 30D | +9.5% | +4.4% | +5.1% | +5.3% |
| 3M | +17.5% | +1.3% | +16.2% | +16.2% |
| 6M | +32.2% | +10.0% | +22.2% | +21.2% |
| YTD | +22.3% | +17.6% | +4.7% | +5.3% |
| 1Y | +26.8% | +19.2% | +7.6% | +7.8% |
| 3Y | +77.5% | +66.0% | +11.4% | +11.1% |
| 5Y | +110.1% | +50.4% | +59.6% | +43.7% |
| 10Y | +458.8% | +215.7% | +243.1% | +98.0% |
| All | +3,340.1% | +597.2% | +2,742.9% | +572.5% |
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