+99.1%
RSG vs VT
+58.5%
+40.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.7% |
| 7D | +1.4% | +2.9% | -1.5% | +0.6% |
| 30D | +15.0% | -2.5% | +17.6% | +15.8% |
| 3M | +18.5% | -3.3% | +21.8% | +19.5% |
| 6M | +25.8% | +1.5% | +24.3% | +24.4% |
| YTD | +20.8% | +11.4% | +9.5% | +14.9% |
| 1Y | +24.8% | +11.9% | +12.9% | +18.3% |
| 3Y | +65.9% | +73.9% | -8.0% | +26.2% |
| 5Y | +99.1% | +57.9% | +41.2% | +61.4% |
| All | +99.1% | +58.5% | +40.5% | +61.4% |
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