+18.3%
RSP vs VTV
+27.0%
-8.7%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.2% | -0.2% |
| 7D | -0.8% | +0.5% | -1.3% | -1.3% |
| 30D | -0.3% | +1.1% | -1.4% | -1.4% |
| 3M | +4.3% | +5.9% | -1.6% | -1.7% |
| 6M | +8.8% | +11.6% | -2.8% | -3.2% |
| YTD | +15.3% | +19.8% | -4.6% | -4.9% |
| 1Y | +18.3% | +26.2% | -8.0% | -7.7% |
| All | +18.3% | +27.0% | -8.7% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling