+3.8%
RSPR vs VT
+53.2%
-49.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | +1.3% |
| 7D | +3.3% | -4.2% | +7.5% | +6.6% |
| 30D | +8.3% | -5.8% | +14.1% | +13.3% |
| 3M | -2.5% | -5.2% | +2.8% | +1.5% |
| 6M | +2.3% | +0.1% | +2.1% | +1.3% |
| YTD | +9.8% | +8.2% | +1.5% | +1.7% |
| 1Y | +10.1% | +10.1% | 0.0% | +0.5% |
| 3Y | +34.3% | +69.7% | -35.3% | -17.4% |
| 5Y | +3.8% | +53.4% | -49.6% | -29.9% |
| All | +3.8% | +53.2% | -49.4% | -29.9% |
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