+50.4%
RSPG vs VT
+69.4%
-18.9%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.9% | -1.0% |
| 7D | -11.0% | -4.2% | -6.9% | -9.0% |
| 30D | -6.1% | -5.8% | -0.3% | -3.1% |
| 3M | +3.7% | -5.2% | +8.9% | +6.5% |
| 6M | -1.9% | +0.1% | -2.0% | -3.2% |
| YTD | +34.9% | +8.2% | +26.7% | +24.6% |
| 1Y | +39.1% | +10.1% | +28.9% | +26.2% |
| All | +50.4% | +69.4% | -18.9% | -8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling