+1,142.3%
RSG vs VEU
+188.7%
+953.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.8% |
| 7D | 0.0% | +0.3% | -0.3% | -0.2% |
| 30D | +3.7% | +0.7% | +3.0% | +3.2% |
| 3M | +6.2% | +4.7% | +1.5% | +2.8% |
| 6M | -2.8% | +11.6% | -14.4% | -10.0% |
| YTD | +5.9% | +16.8% | -10.9% | -4.8% |
| 1Y | -1.8% | +24.9% | -26.6% | -15.3% |
| 3Y | +57.5% | +75.7% | -18.2% | +9.3% |
| 5Y | +91.1% | +56.1% | +35.0% | +40.6% |
| 10Y | +428.1% | +153.6% | +274.5% | +183.5% |
| All | +1,142.3% | +188.7% | +953.6% | +458.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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