+2,030.1%
RSG vs VO
+827.2%
+1,202.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -0.9% |
| 7D | +0.3% | -0.3% | +0.5% | +0.4% |
| 30D | +7.6% | -0.3% | +7.9% | +7.8% |
| 3M | +7.4% | +2.9% | +4.5% | +5.1% |
| 6M | -3.3% | +9.3% | -12.6% | -9.3% |
| YTD | +6.0% | +14.2% | -8.2% | -3.5% |
| 1Y | -3.7% | +15.3% | -18.9% | -13.0% |
| 3Y | +59.1% | +56.2% | +2.9% | +15.7% |
| 5Y | +89.0% | +42.4% | +46.6% | +43.5% |
| 10Y | +412.5% | +194.7% | +217.8% | +129.2% |
| All | +2,030.1% | +827.2% | +1,202.9% | +309.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling