+509.4%
RSP vs VEA
+155.2%
+354.2%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.3% |
| 7D | +1.8% | +1.8% | 0.0% | +0.2% |
| 30D | +3.5% | -0.9% | +4.4% | +4.2% |
| 3M | +0.2% | -5.0% | +5.3% | +4.6% |
| 6M | +9.1% | 0.0% | +9.1% | +8.4% |
| YTD | +16.6% | +12.2% | +4.4% | +4.2% |
| 1Y | +17.9% | +14.7% | +3.2% | +3.3% |
| 3Y | +64.6% | +73.2% | -8.6% | +0.2% |
| 5Y | +48.4% | +53.7% | -5.3% | 0.0% |
| 10Y | +212.9% | +159.3% | +53.7% | +35.9% |
| All | +509.4% | +155.2% | +354.2% | +145.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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