+1,142.0%
RSP vs VTI
+1,214.3%
-72.3%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.4% | -0.4% |
| 7D | +1.8% | +3.4% | -1.6% | -1.6% |
| 30D | +3.5% | -2.3% | +5.8% | +5.8% |
| 3M | +0.2% | -2.2% | +2.4% | +2.3% |
| 6M | +9.1% | +3.3% | +5.9% | +5.2% |
| YTD | +16.6% | +12.1% | +4.5% | +3.2% |
| 1Y | +17.9% | +12.2% | +5.7% | +4.2% |
| 3Y | +64.6% | +78.0% | -13.4% | -10.9% |
| 5Y | +48.4% | +65.2% | -16.8% | -13.8% |
| 10Y | +212.9% | +292.2% | -79.2% | -27.9% |
| All | +1,142.0% | +1,214.3% | -72.3% | -21.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling