+150.7%
RSPU vs VT
+215.5%
-64.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.4% |
| 7D | -0.7% | -2.3% | +1.7% | +0.7% |
| 30D | +5.1% | -5.0% | +10.1% | +8.3% |
| 3M | 0.0% | -4.9% | +4.8% | +2.9% |
| 6M | -2.9% | -1.5% | -1.3% | -2.5% |
| YTD | +4.6% | +8.5% | -3.9% | -1.6% |
| 1Y | +1.9% | +11.4% | -9.5% | -5.8% |
| 3Y | +57.4% | +70.1% | -12.7% | +8.7% |
| 5Y | +63.3% | +53.7% | +9.6% | +19.5% |
| All | +150.7% | +215.5% | -64.8% | +3.5% |
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