+169.7%
VEA vs RSG
+1,070.6%
-900.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.7% |
| 7D | -1.5% | 0.0% | -1.5% | -1.5% |
| 30D | -0.8% | +4.0% | -4.8% | -2.8% |
| 3M | +2.5% | +7.4% | -4.9% | -1.8% |
| 6M | +11.1% | +0.1% | +11.0% | +9.7% |
| YTD | +17.2% | +6.0% | +11.2% | +11.9% |
| 1Y | +24.5% | -3.0% | +27.5% | +24.3% |
| 3Y | +75.4% | +56.5% | +18.9% | +32.8% |
| 5Y | +61.1% | +90.9% | -29.8% | +7.0% |
| 10Y | +163.1% | +428.7% | -265.6% | -4.7% |
| All | +169.7% | +1,070.6% | -900.8% | -41.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling