+51.8%
VG vs RSG
+19.5%
+32.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +1.0% | -8.7% | -8.1% |
| 7D | -16.4% | +5.1% | -21.5% | -18.1% |
| 30D | -10.8% | +15.3% | -26.1% | -17.2% |
| 3M | -6.3% | +18.6% | -24.9% | -14.8% |
| 6M | -12.5% | +19.5% | -32.1% | -21.3% |
| YTD | +76.9% | +17.2% | +59.7% | +59.2% |
| 1Y | +51.8% | +19.6% | +32.2% | +38.0% |
| All | +51.8% | +19.5% | +32.3% | +38.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling