+53.0%
RSP vs VUG
+76.6%
-23.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.2% |
| 7D | -0.8% | -0.1% | -0.7% | -0.7% |
| 30D | -0.3% | -0.3% | 0.0% | -0.2% |
| 3M | +4.3% | -0.7% | +5.0% | +4.4% |
| 6M | +8.8% | +14.6% | -5.8% | 0.0% |
| YTD | +15.3% | +9.0% | +6.2% | +9.0% |
| 1Y | +18.3% | +14.9% | +3.4% | +8.2% |
| 3Y | +52.8% | +86.0% | -33.2% | +2.1% |
| All | +53.0% | +76.6% | -23.6% | +1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling