+205.8%
RSP vs VTV
+234.5%
-28.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | 0.0% |
| 7D | -1.9% | -1.1% | -0.8% | -0.7% |
| 30D | -2.8% | -1.0% | -1.8% | -1.7% |
| 3M | +2.8% | +4.6% | -1.8% | -2.0% |
| 6M | +10.2% | +13.5% | -3.3% | -3.7% |
| YTD | +13.1% | +18.5% | -5.4% | -5.7% |
| 1Y | +14.8% | +22.9% | -8.1% | -7.9% |
| 3Y | +52.6% | +67.8% | -15.2% | -12.0% |
| 5Y | +51.6% | +81.8% | -30.2% | -19.1% |
| All | +205.8% | +234.5% | -28.7% | -9.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling