+138.0%
RSPG vs VT
+215.5%
-77.5%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.3% |
| 7D | -12.6% | -2.3% | -10.2% | -10.4% |
| 30D | -5.5% | -5.0% | -0.6% | -0.3% |
| 3M | +2.3% | -4.9% | +7.1% | +7.6% |
| 6M | +2.8% | -1.5% | +4.4% | +2.8% |
| YTD | +34.8% | +8.5% | +26.4% | +18.2% |
| 1Y | +36.3% | +11.4% | +24.9% | +15.5% |
| 3Y | +50.3% | +70.1% | -19.7% | -26.6% |
| 5Y | +138.4% | +53.7% | +84.7% | +31.9% |
| All | +138.0% | +215.5% | -77.5% | -47.6% |
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