+90.0%
RSG vs VCLT
-17.2%
+107.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.7% |
| 7D | 0.0% | -1.4% | +1.4% | +0.3% |
| 30D | +4.0% | -1.2% | +5.1% | +4.2% |
| 3M | +7.4% | -4.8% | +12.1% | +8.5% |
| 6M | +0.1% | -2.6% | +2.7% | +0.6% |
| YTD | +6.0% | -3.3% | +9.4% | +6.7% |
| 1Y | -3.0% | -4.8% | +1.8% | -2.0% |
| 3Y | +56.5% | +11.5% | +45.0% | +52.5% |
| All | +90.0% | -17.2% | +107.2% | +91.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling