+525.7%
RSP vs VEU
+192.1%
+333.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.9% |
| 7D | -0.8% | +1.1% | -1.9% | -1.7% |
| 30D | -0.3% | +2.2% | -2.5% | -2.2% |
| 3M | +4.3% | +3.0% | +1.3% | +1.3% |
| 6M | +8.8% | +10.9% | -2.0% | -1.2% |
| YTD | +15.3% | +18.2% | -2.9% | -1.1% |
| 1Y | +18.3% | +28.3% | -10.0% | -5.4% |
| 3Y | +52.8% | +74.6% | -21.8% | -6.5% |
| 5Y | +51.7% | +56.4% | -4.7% | +1.8% |
| 10Y | +208.5% | +153.0% | +55.5% | +39.0% |
| All | +525.7% | +192.1% | +333.5% | +131.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling