+513.1%
RSPD vs VT
+374.2%
+138.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -2.2% | +0.4% | -2.6% | -2.6% |
| 30D | -4.6% | +1.0% | -5.5% | -5.4% |
| 3M | +1.8% | +2.4% | -0.6% | -0.6% |
| 6M | -2.8% | +12.0% | -14.8% | -12.5% |
| YTD | -2.1% | +15.3% | -17.4% | -14.1% |
| 1Y | -5.3% | +22.6% | -27.9% | -21.4% |
| 3Y | +26.3% | +74.7% | -48.4% | -23.1% |
| 5Y | +17.3% | +66.1% | -48.8% | -24.3% |
| 10Y | +111.3% | +225.0% | -113.7% | -18.9% |
| All | +513.1% | +374.2% | +138.9% | +91.0% |
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