+161.1%
VEA vs RSG
+428.9%
-267.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.8% |
| 7D | -1.5% | 0.0% | -1.5% | -1.5% |
| 30D | -0.8% | +4.0% | -4.8% | -2.4% |
| 3M | +2.5% | +7.4% | -4.9% | -1.0% |
| 6M | +11.1% | +0.1% | +11.0% | +10.2% |
| YTD | +17.2% | +6.0% | +11.2% | +13.0% |
| 1Y | +24.5% | -3.0% | +27.5% | +24.8% |
| 3Y | +75.4% | +56.5% | +18.9% | +37.3% |
| 5Y | +61.1% | +90.9% | -29.8% | +11.5% |
| All | +161.1% | +428.9% | -267.9% | +15.0% |
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