+205.8%
RSP vs VTI
+305.0%
-99.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | 0.0% |
| 7D | -1.9% | -0.9% | -1.0% | -1.0% |
| 30D | -2.8% | -1.4% | -1.4% | -1.5% |
| 3M | +2.8% | +3.6% | -0.8% | -0.7% |
| 6M | +10.2% | +13.6% | -3.4% | -2.6% |
| YTD | +13.1% | +12.9% | +0.2% | +0.5% |
| 1Y | +14.8% | +17.2% | -2.5% | -1.7% |
| 3Y | +52.6% | +75.7% | -23.1% | -12.5% |
| 5Y | +51.6% | +75.4% | -23.8% | -13.4% |
| All | +205.8% | +305.0% | -99.2% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 10y: compounded portfolio wealth divided by compounded VTI 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…
10y analysis · Full analysis span regression · 6 months rolling