+13.8%
VRT vs RSP
+21.9%
-8.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +1.9% | -14.7% | -15.7% |
| 7D | -15.4% | +2.7% | -18.1% | -19.4% |
| 30D | -19.0% | +5.8% | -24.7% | -27.0% |
| 3M | -23.8% | +1.8% | -25.6% | -26.4% |
| 6M | -37.9% | +11.6% | -49.5% | -50.3% |
| YTD | +27.0% | +18.0% | +9.0% | -9.6% |
| 1Y | +13.8% | +21.8% | -8.0% | -22.8% |
| All | +13.8% | +21.9% | -8.1% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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