+61.6%
RSPC vs VT
+163.7%
-102.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -1.5% | +0.4% | -1.9% | -1.9% |
| 30D | +2.3% | +1.0% | +1.4% | +1.4% |
| 3M | +0.5% | +2.4% | -1.9% | -2.0% |
| 6M | -5.8% | +12.0% | -17.8% | -15.7% |
| YTD | -6.5% | +15.3% | -21.9% | -18.7% |
| 1Y | -4.0% | +22.6% | -26.5% | -21.2% |
| 3Y | +39.3% | +74.7% | -35.3% | -19.1% |
| 5Y | 0.0% | +66.1% | -66.2% | -39.1% |
| All | +61.6% | +163.7% | -102.1% | -37.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling