+82.8%
RSG vs VLTO
+55.4%
+27.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.5% | +1.7% |
| 7D | +1.4% | +0.8% | +0.6% | +1.2% |
| 30D | +15.0% | +18.7% | -3.6% | +10.3% |
| 3M | +18.5% | +21.7% | -3.2% | +12.8% |
| 6M | +25.8% | +35.8% | -10.1% | +17.0% |
| YTD | +20.8% | +18.3% | +2.6% | +15.3% |
| 1Y | +24.8% | +20.9% | +3.9% | +18.5% |
| 3Y | +65.9% | +68.8% | -3.0% | +55.3% |
| All | +82.8% | +55.4% | +27.5% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling