+51.5%
RSP vs VMC
+52.4%
-0.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.4% |
| 7D | -0.4% | -0.5% | +0.1% | -0.2% |
| 30D | -1.5% | -9.1% | +7.6% | +2.1% |
| 3M | +4.8% | -4.1% | +8.9% | +5.9% |
| 6M | +10.3% | -5.5% | +15.8% | +11.8% |
| YTD | +14.1% | -8.9% | +23.0% | +16.5% |
| 1Y | +17.0% | -12.9% | +30.0% | +21.6% |
| 3Y | +54.2% | +22.1% | +32.0% | +34.1% |
| 5Y | +51.5% | +52.7% | -1.2% | +15.6% |
| All | +51.5% | +52.4% | -0.9% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 5y: compounded portfolio wealth divided by compounded VMC 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…
5y analysis · Full analysis span regression · 6 months rolling