+379.1%
V vs RSG
+428.9%
-49.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.4% |
| 7D | -1.2% | 0.0% | -1.2% | -1.2% |
| 30D | +3.1% | +4.0% | -0.9% | +0.6% |
| 3M | +16.3% | +7.4% | +9.0% | +10.9% |
| 6M | +20.4% | +0.1% | +20.3% | +19.5% |
| YTD | +6.3% | +6.0% | +0.2% | +1.3% |
| 1Y | +8.7% | -3.0% | +11.7% | +9.7% |
| 3Y | +53.3% | +56.5% | -3.2% | +10.1% |
| 5Y | +71.1% | +90.9% | -19.9% | +3.8% |
| All | +379.1% | +428.9% | -49.8% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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