+36.6%
RSPH vs VT
+53.4%
-16.8%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | +2.3% | -2.3% | +4.7% | +4.1% |
| 30D | +9.8% | -5.0% | +14.7% | +13.8% |
| 3M | +15.8% | -4.9% | +20.7% | +19.9% |
| 6M | +33.2% | -1.5% | +34.7% | +34.0% |
| YTD | +28.2% | +8.5% | +19.7% | +19.7% |
| 1Y | +34.9% | +11.4% | +23.5% | +23.3% |
| 3Y | +56.5% | +70.1% | -13.5% | +2.1% |
| All | +36.6% | +53.4% | -16.8% | -5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling