+1,127.7%
RSP vs VSH
+312.1%
+815.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.4% | -4.9% | -1.8% |
| 7D | -0.8% | +4.1% | -4.8% | -2.0% |
| 30D | -0.3% | -4.2% | +3.8% | +0.4% |
| 3M | +4.3% | -50.0% | +54.2% | +24.3% |
| 6M | +8.8% | +80.2% | -71.4% | -16.3% |
| YTD | +15.3% | +121.1% | -105.8% | -17.8% |
| 1Y | +18.3% | +112.0% | -93.7% | -15.3% |
| 3Y | +52.8% | +22.5% | +30.3% | +24.2% |
| 5Y | +51.7% | +64.0% | -12.3% | +9.3% |
| 10Y | +208.5% | +170.4% | +38.1% | +76.1% |
| All | +1,127.7% | +312.1% | +815.6% | +330.6% |
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