+420.8%
RSG vs VO
+200.3%
+220.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.3% |
| 7D | 0.0% | -1.5% | +1.5% | +0.9% |
| 30D | +4.0% | -3.0% | +7.0% | +5.8% |
| 3M | +7.4% | +2.8% | +4.5% | +5.5% |
| 6M | +0.1% | +10.9% | -10.8% | -6.2% |
| YTD | +6.0% | +12.5% | -6.4% | -1.6% |
| 1Y | -3.0% | +12.0% | -14.9% | -9.9% |
| 3Y | +56.5% | +56.3% | +0.2% | +16.9% |
| 5Y | +90.9% | +42.9% | +48.0% | +48.7% |
| All | +420.8% | +200.3% | +220.6% | +139.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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