+61.4%
RSPC vs VT
+156.2%
-94.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | -0.2% |
| 7D | +3.6% | -0.7% | +4.3% | +4.2% |
| 30D | +5.9% | -1.7% | +7.7% | +7.5% |
| 3M | +1.2% | -2.3% | +3.5% | +3.1% |
| 6M | -1.9% | +1.5% | -3.4% | -3.9% |
| YTD | -6.6% | +12.0% | -18.7% | -16.9% |
| 1Y | -4.4% | +12.9% | -17.3% | -15.5% |
| 3Y | +42.6% | +74.9% | -32.4% | -17.7% |
| 5Y | +3.2% | +59.9% | -56.7% | -35.1% |
| All | +61.4% | +156.2% | -94.8% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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