+214.5%
RSPF vs VT
+215.5%
-1.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.3% |
| 7D | +1.2% | -2.3% | +3.5% | +3.7% |
| 30D | +7.1% | -5.0% | +12.1% | +12.9% |
| 3M | -1.0% | -4.9% | +3.9% | +4.2% |
| 6M | +10.7% | -1.5% | +12.3% | +11.6% |
| YTD | +7.5% | +8.5% | -1.0% | -3.0% |
| 1Y | +13.8% | +11.4% | +2.4% | -0.4% |
| 3Y | +70.2% | +70.1% | +0.2% | -8.6% |
| 5Y | +39.5% | +53.7% | -14.2% | -15.5% |
| All | +214.5% | +215.5% | -1.0% | -9.9% |
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