+65.1%
RSP vs VTV
+78.7%
-13.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | 0.0% |
| 7D | +2.4% | +2.9% | -0.5% | -0.8% |
| 30D | +4.3% | +3.8% | +0.5% | +0.2% |
| 3M | -0.3% | +1.6% | -1.9% | -2.0% |
| 6M | +9.8% | +11.2% | -1.4% | -2.2% |
| YTD | +16.8% | +22.0% | -5.2% | -6.0% |
| 1Y | +19.5% | +24.9% | -5.4% | -6.3% |
| 3Y | +65.1% | +78.5% | -13.3% | -15.5% |
| All | +65.1% | +78.7% | -13.5% | -15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling