+37.0%
RSPC vs VT
+69.7%
-32.8%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +4.9% | -2.3% | +7.2% | +6.4% |
| 30D | +1.1% | -5.0% | +6.1% | +4.4% |
| 3M | -2.7% | -4.9% | +2.1% | +0.3% |
| 6M | -7.3% | -1.5% | -5.8% | -6.9% |
| YTD | -10.3% | +8.5% | -18.8% | -16.2% |
| 1Y | -6.5% | +11.4% | -17.9% | -14.6% |
| 3Y | +37.0% | +70.1% | -33.1% | -14.5% |
| All | +37.0% | +69.7% | -32.8% | -14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling