+19.6%
RSG vs VCLT
-3.2%
+22.8%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.9% |
| 7D | +5.1% | +0.4% | +4.7% | +5.1% |
| 30D | +15.3% | +3.9% | +11.4% | +15.4% |
| 3M | +18.6% | -1.9% | +20.5% | +17.7% |
| 6M | +19.5% | -2.6% | +22.2% | +18.5% |
| YTD | +17.2% | -3.1% | +20.3% | +16.5% |
| 1Y | +19.6% | -3.6% | +23.1% | +18.8% |
| All | +19.6% | -3.2% | +22.8% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling