-19.1%
RSSS vs VT
+69.4%
-88.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.1% | +1.9% | -0.7% |
| 7D | -1.6% | -4.2% | +2.6% | -0.1% |
| 30D | -10.8% | -5.8% | -5.0% | -8.9% |
| 3M | -17.6% | -5.2% | -12.4% | -16.1% |
| 6M | -28.9% | +0.1% | -29.0% | -29.1% |
| YTD | -38.1% | +8.2% | -46.3% | -40.2% |
| 1Y | -42.0% | +10.1% | -52.2% | -44.4% |
| All | -19.1% | +69.4% | -88.5% | -1.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling