+65.1%
RSP vs VTI
+77.8%
-12.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | +2.4% | +2.5% | -0.2% | +0.4% |
| 30D | +4.3% | -1.5% | +5.8% | +5.5% |
| 3M | -0.3% | -3.2% | +2.9% | +2.1% |
| 6M | +9.8% | +2.3% | +7.5% | +7.6% |
| YTD | +16.8% | +11.6% | +5.2% | +6.6% |
| 1Y | +19.5% | +13.8% | +5.7% | +7.4% |
| 3Y | +65.1% | +77.4% | -12.3% | -2.4% |
| All | +65.1% | +77.8% | -12.7% | -2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling