+54.2%
RSP vs VCLT
+12.2%
+41.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -0.4% | +0.3% | -0.7% | -0.6% |
| 30D | -1.5% | -0.6% | -1.0% | -1.2% |
| 3M | +4.8% | -2.2% | +7.0% | +6.2% |
| 6M | +10.3% | -2.9% | +13.2% | +12.1% |
| YTD | +14.1% | -2.1% | +16.1% | +15.4% |
| 1Y | +17.0% | -2.6% | +19.6% | +18.7% |
| 3Y | +54.2% | +12.5% | +41.7% | +44.2% |
| All | +54.2% | +12.2% | +41.9% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 3y: compounded portfolio wealth divided by compounded VCLT 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…
3y analysis · Full analysis span regression · 6 months rolling