+51.4%
RSP vs VNQ
+29.8%
+21.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.2% |
| 7D | -3.1% | -2.6% | -0.5% | -1.5% |
| 30D | -3.4% | -2.3% | -1.1% | -2.0% |
| 3M | +3.6% | -2.8% | +6.4% | +5.3% |
| 6M | +9.0% | +2.5% | +6.5% | +6.9% |
| YTD | +12.2% | +8.4% | +3.7% | +6.0% |
| 1Y | +15.6% | +6.8% | +8.8% | +10.3% |
| All | +51.4% | +29.8% | +21.6% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 3y: compounded portfolio wealth divided by compounded VNQ 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…
3y analysis · Full analysis span regression · 6 months rolling