+40.4%
RSSL vs VT
+44.9%
-4.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.3% | -1.6% | +1.3% | +1.7% |
| 30D | -0.7% | -2.5% | +1.8% | +2.3% |
| 3M | -5.4% | -1.3% | -4.1% | -4.0% |
| 6M | +0.6% | +3.1% | -2.5% | -3.1% |
| YTD | +14.3% | +10.9% | +3.3% | +0.6% |
| 1Y | +15.2% | +12.1% | +3.2% | +0.2% |
| All | +40.4% | +44.9% | -4.6% | -8.7% |
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