+209.8%
RSP vs VEU
+150.1%
+59.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.3% |
| 7D | -1.8% | +0.3% | -2.1% | -2.1% |
| 30D | -2.5% | +0.7% | -3.2% | -3.1% |
| 3M | +3.0% | +4.7% | -1.7% | -1.6% |
| 6M | +8.9% | +11.6% | -2.7% | -2.5% |
| YTD | +13.0% | +16.8% | -3.8% | -3.4% |
| 1Y | +16.2% | +24.9% | -8.6% | -6.7% |
| 3Y | +52.7% | +75.7% | -23.0% | -12.3% |
| 5Y | +50.5% | +56.1% | -5.7% | -3.3% |
| 10Y | +209.8% | +153.6% | +56.2% | +27.4% |
| All | +209.8% | +150.1% | +59.8% | +27.4% |
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