+62.9%
RSST vs VT
+65.6%
-2.7%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.5% |
| 7D | -5.4% | -2.3% | -3.1% | -2.3% |
| 30D | -11.5% | -5.0% | -6.6% | -5.1% |
| 3M | -4.1% | -4.9% | +0.8% | +2.6% |
| 6M | -1.8% | -1.5% | -0.3% | +0.1% |
| YTD | +13.1% | +8.5% | +4.6% | +0.5% |
| 1Y | +18.8% | +11.4% | +7.5% | +1.9% |
| 3Y | +70.6% | +70.1% | +0.5% | -7.2% |
| All | +62.9% | +65.6% | -2.7% | -10.0% |
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 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