+27.5%
RSSY vs VT
+46.8%
-19.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | -0.8% |
| 7D | -2.6% | +0.4% | -2.9% | -2.9% |
| 30D | -6.7% | -2.6% | -4.1% | -4.9% |
| 3M | -2.1% | -3.2% | +1.2% | +0.2% |
| 6M | -1.2% | +0.9% | -2.2% | -2.3% |
| YTD | +30.7% | +11.3% | +19.4% | +18.9% |
| 1Y | +26.9% | +14.0% | +12.9% | +13.0% |
| All | +27.5% | +46.8% | -19.3% | -6.2% |
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