+147.4%
RSPG vs VT
+221.8%
-74.3%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.5% |
| 7D | +6.4% | +2.4% | +4.0% | +3.6% |
| 30D | -4.4% | -1.5% | -2.9% | -3.2% |
| 3M | +3.2% | -4.1% | +7.3% | +7.6% |
| 6M | +8.6% | +0.6% | +8.1% | +6.0% |
| YTD | +43.5% | +11.0% | +32.4% | +22.4% |
| 1Y | +41.7% | +13.3% | +28.4% | +17.7% |
| 3Y | +64.2% | +73.4% | -9.2% | -21.6% |
| 5Y | +158.5% | +57.4% | +101.1% | +39.1% |
| All | +147.4% | +221.8% | -74.3% | -46.3% |
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 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