+211.0%
RSP vs VEU
+149.9%
+61.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | +2.4% | +2.1% | +0.3% | +0.5% |
| 30D | +4.3% | -0.9% | +5.2% | +5.1% |
| 3M | -0.3% | -5.4% | +5.0% | +4.5% |
| 6M | +9.8% | -1.8% | +11.6% | +10.8% |
| YTD | +16.8% | +10.9% | +5.9% | +4.4% |
| 1Y | +19.5% | +13.6% | +5.9% | +4.5% |
| 3Y | +65.1% | +69.3% | -4.1% | -2.4% |
| 5Y | +48.7% | +48.1% | +0.6% | 0.0% |
| All | +211.0% | +149.9% | +61.1% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling