+2,826.7%
VRT vs RSP
+140.3%
+2,686.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +4.9% |
| 7D | +13.6% | -0.4% | +14.0% | +14.1% |
| 30D | +6.8% | -1.5% | +8.3% | +8.7% |
| 3M | -3.2% | +4.8% | -8.0% | -8.7% |
| 6M | +20.3% | +10.3% | +10.1% | +7.3% |
| YTD | +79.6% | +14.1% | +65.5% | +54.1% |
| 1Y | +139.0% | +17.0% | +122.0% | +99.4% |
| 3Y | +644.6% | +54.2% | +590.4% | +371.2% |
| 5Y | +1,024.4% | +51.5% | +972.9% | +659.9% |
| All | +2,826.7% | +140.3% | +2,686.4% | +1,237.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling