+139.0%
VRT vs RSP
+16.9%
+122.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +5.4% |
| 7D | +13.6% | -0.4% | +14.0% | +14.2% |
| 30D | +6.8% | -1.5% | +8.3% | +9.3% |
| 3M | -3.2% | +4.8% | -8.0% | -11.7% |
| 6M | +20.3% | +10.3% | +10.1% | 0.0% |
| YTD | +79.6% | +14.1% | +65.5% | +42.7% |
| 1Y | +139.0% | +17.0% | +122.0% | +88.1% |
| All | +139.0% | +16.9% | +122.1% | +88.1% |
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