+93.0%
RSPG vs VT
+345.0%
-252.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.9% | +1.3% |
| 7D | -11.0% | -4.2% | -6.9% | -7.0% |
| 30D | -6.1% | -5.8% | -0.3% | -0.1% |
| 3M | +3.7% | -5.2% | +8.9% | +9.3% |
| 6M | -1.9% | +0.1% | -2.0% | -3.8% |
| YTD | +34.9% | +8.2% | +26.7% | +19.7% |
| 1Y | +39.1% | +10.1% | +28.9% | +20.8% |
| 3Y | +48.4% | +69.7% | -21.3% | -22.0% |
| 5Y | +138.6% | +53.4% | +85.2% | +39.0% |
| 10Y | +143.0% | +219.2% | -76.2% | -33.4% |
| All | +93.0% | +345.0% | -252.0% | -64.0% |
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