+205.8%
RSP vs VYM
+209.2%
-3.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.1% |
| 7D | -1.9% | -0.8% | -1.1% | -1.0% |
| 30D | -2.8% | -2.2% | -0.6% | -0.4% |
| 3M | +2.8% | +3.1% | -0.2% | -0.4% |
| 6M | +10.2% | +9.7% | +0.5% | -0.3% |
| YTD | +13.1% | +14.9% | -1.8% | -2.6% |
| 1Y | +14.8% | +17.6% | -2.8% | -3.6% |
| 3Y | +52.6% | +65.3% | -12.7% | -11.3% |
| 5Y | +51.6% | +78.7% | -27.1% | -18.4% |
| All | +205.8% | +209.2% | -3.3% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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