+265.6%
RSPN vs VT
+224.5%
+41.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.6% | +0.4% | -2.1% | -2.1% |
| 30D | -5.9% | +1.0% | -6.8% | -6.8% |
| 3M | -0.4% | +2.4% | -2.8% | -3.0% |
| 6M | -2.4% | +12.0% | -14.4% | -13.5% |
| YTD | +8.6% | +15.3% | -6.8% | -6.7% |
| 1Y | +10.8% | +22.6% | -11.8% | -10.7% |
| 3Y | +53.5% | +74.7% | -21.2% | -14.7% |
| 5Y | +65.6% | +66.1% | -0.6% | -3.1% |
| All | +265.6% | +224.5% | +41.1% | +6.5% |
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