+97.4%
RSG vs VT
+53.4%
+44.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.1% |
| 7D | +1.2% | -2.3% | +3.5% | +1.8% |
| 30D | +14.2% | -5.0% | +19.1% | +15.8% |
| 3M | +18.2% | -4.9% | +23.0% | +19.8% |
| 6M | +24.4% | -1.5% | +25.9% | +24.2% |
| YTD | +17.9% | +8.5% | +9.4% | +13.0% |
| 1Y | +22.3% | +11.4% | +10.9% | +15.8% |
| 3Y | +65.1% | +70.1% | -4.9% | +26.5% |
| All | +97.4% | +53.4% | +44.0% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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