+19.0%
RSP vs VG
+32.8%
-13.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.3% | -0.1% | +2.3% |
| 7D | +0.4% | -8.3% | +8.8% | +0.1% |
| 30D | +3.7% | -10.3% | +14.0% | +3.4% |
| 3M | +0.8% | -10.8% | +11.5% | +0.5% |
| 6M | +9.1% | +3.5% | +5.6% | +9.3% |
| YTD | +16.7% | +74.0% | -57.2% | +13.7% |
| All | +19.0% | +32.8% | -13.8% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling