+66.3%
RSP vs VTR
+133.9%
-67.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -0.3% | +1.4% | -1.7% | -0.6% |
| 30D | +4.4% | +8.2% | -3.8% | +2.8% |
| 3M | +1.3% | +4.6% | -3.3% | +0.3% |
| 6M | +10.0% | +4.3% | +5.6% | +8.7% |
| YTD | +17.6% | +19.0% | -1.4% | +12.5% |
| 1Y | +19.2% | +21.6% | -2.4% | +13.3% |
| All | +66.3% | +133.9% | -67.6% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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