+55.8%
RSPC vs VT
+158.0%
-102.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.6% | +1.8% |
| 7D | +4.7% | -0.3% | +5.0% | +5.0% |
| 30D | +1.5% | -1.4% | +2.9% | +2.7% |
| 3M | -2.4% | -1.4% | -1.0% | -1.3% |
| 6M | -6.0% | +5.5% | -11.5% | -11.0% |
| YTD | -9.9% | +12.8% | -22.7% | -20.2% |
| 1Y | -6.7% | +15.4% | -22.1% | -19.1% |
| 3Y | +36.0% | +76.9% | -40.8% | -22.2% |
| 5Y | -0.1% | +60.4% | -60.5% | -37.3% |
| All | +55.8% | +158.0% | -102.2% | -38.4% |
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