+1,115.8%
RSP vs VSH
+202.7%
+913.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.7% | -6.1% | -2.1% |
| 7D | -1.0% | -12.9% | +11.9% | +2.5% |
| 30D | +2.6% | -36.9% | +39.4% | +15.8% |
| 3M | -0.8% | -28.8% | +28.0% | +6.9% |
| 6M | +6.3% | -30.3% | +36.6% | +9.1% |
| YTD | +14.1% | +62.4% | -48.2% | -12.6% |
| 1Y | +18.0% | +62.5% | -44.5% | -10.0% |
| 3Y | +61.0% | +7.4% | +53.6% | +32.3% |
| 5Y | +45.6% | +25.4% | +20.2% | +11.2% |
| 10Y | +220.2% | +102.6% | +117.5% | +95.0% |
| All | +1,115.8% | +202.7% | +913.1% | +357.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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