+377.9%
RSPU vs VT
+374.2%
+3.7%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.2% |
| 7D | +0.3% | +0.4% | -0.2% | 0.0% |
| 30D | -1.8% | +1.0% | -2.7% | -2.3% |
| 3M | -2.0% | +2.4% | -4.4% | -3.6% |
| 6M | -7.5% | +12.0% | -19.5% | -13.6% |
| YTD | +3.3% | +15.3% | -12.1% | -5.3% |
| 1Y | +6.2% | +22.6% | -16.4% | -6.0% |
| 3Y | +55.8% | +74.7% | -18.9% | +11.8% |
| 5Y | +54.3% | +66.1% | -11.9% | +12.6% |
| 10Y | +141.5% | +225.0% | -83.5% | +19.6% |
| All | +377.9% | +374.2% | +3.7% | +63.3% |
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