+618.1%
RSP vs VT
+363.9%
+254.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.1% | +0.2% |
| 7D | +2.7% | -0.3% | +3.0% | +3.0% |
| 30D | +5.8% | -1.4% | +7.2% | +7.2% |
| 3M | +1.8% | -1.4% | +3.2% | +3.1% |
| 6M | +11.6% | +5.5% | +6.1% | +5.6% |
| YTD | +18.0% | +12.8% | +5.1% | +4.4% |
| 1Y | +21.8% | +15.4% | +6.4% | +5.4% |
| 3Y | +65.6% | +76.9% | -11.3% | -5.4% |
| 5Y | +51.6% | +60.4% | -8.8% | -4.8% |
| 10Y | +231.0% | +232.8% | -1.8% | +4.7% |
| All | +618.1% | +363.9% | +254.2% | +63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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