+61.0%
RSP vs VUG
+78.4%
-17.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.8% |
| 7D | -1.0% | -3.4% | +2.4% | +0.6% |
| 30D | +2.6% | -11.1% | +13.7% | +8.4% |
| 3M | -0.8% | -7.2% | +6.5% | +2.7% |
| 6M | +6.3% | -4.1% | +10.4% | +7.9% |
| YTD | +14.1% | +1.4% | +12.8% | +12.4% |
| 1Y | +18.0% | +1.9% | +16.1% | +15.8% |
| 3Y | +61.0% | +77.7% | -16.7% | +14.4% |
| All | +61.0% | +78.4% | -17.4% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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