+780.1%
RSP vs VNQ
+392.1%
+388.0%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -0.4% | -0.4% | 0.0% | -0.2% |
| 30D | -1.5% | -2.5% | +1.0% | -0.1% |
| 3M | +4.8% | +1.4% | +3.4% | +3.9% |
| 6M | +10.3% | +4.6% | +5.7% | +7.3% |
| YTD | +14.1% | +10.5% | +3.5% | +7.5% |
| 1Y | +17.0% | +8.4% | +8.6% | +11.5% |
| 3Y | +54.2% | +32.4% | +21.8% | +30.5% |
| 5Y | +51.5% | +5.5% | +46.0% | +45.2% |
| 10Y | +204.4% | +59.1% | +145.3% | +131.1% |
| All | +780.1% | +392.1% | +388.0% | +231.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling