+68.5%
RSF vs VT
+137.1%
-68.6%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +3.9% | +0.7% |
| 7D | +0.2% | -4.2% | +4.4% | +1.1% |
| 30D | +0.5% | -5.8% | +6.3% | +1.7% |
| 3M | +0.6% | -5.2% | +5.8% | +1.7% |
| 6M | +3.0% | +0.1% | +2.9% | +2.8% |
| YTD | +8.9% | +8.2% | +0.7% | +6.7% |
| 1Y | +7.9% | +10.1% | -2.2% | +5.3% |
| 3Y | +31.4% | +69.7% | -38.3% | +15.4% |
| 5Y | +26.9% | +53.4% | -26.5% | +13.4% |
| All | +68.5% | +137.1% | -68.6% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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