+87.6%
RSSS vs VT
+215.5%
-127.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -0.5% | -2.3% | +1.8% | 0.0% |
| 30D | -9.9% | -5.0% | -4.9% | -8.8% |
| 3M | -16.5% | -4.9% | -11.6% | -15.5% |
| 6M | -27.2% | -1.5% | -25.7% | -27.0% |
| YTD | -38.1% | +8.5% | -46.6% | -39.5% |
| 1Y | -40.5% | +11.4% | -51.9% | -42.2% |
| 3Y | -19.1% | +70.1% | -89.2% | -28.5% |
| 5Y | -30.8% | +53.7% | -84.5% | -38.1% |
| All | +87.6% | +215.5% | -127.9% | +16.0% |
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