+1,127.7%
RSP vs VTR
+1,664.0%
-536.3%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | +0.2% |
| 7D | -0.8% | -1.7% | +0.9% | -0.2% |
| 30D | -0.3% | -2.4% | +2.1% | +0.4% |
| 3M | +4.3% | +14.8% | -10.5% | -1.1% |
| 6M | +8.8% | +5.3% | +3.5% | +6.1% |
| YTD | +15.3% | +18.1% | -2.8% | +7.9% |
| 1Y | +18.3% | +36.7% | -18.4% | +4.9% |
| 3Y | +52.8% | +130.1% | -77.3% | +11.2% |
| 5Y | +51.7% | +89.5% | -37.8% | +16.2% |
| 10Y | +208.5% | +87.4% | +121.1% | +111.1% |
| All | +1,127.7% | +1,664.0% | -536.3% | +225.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling