+397.6%
VRT vs RSP
+65.1%
+332.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +3.1% |
| 7D | +18.6% | +1.8% | +16.8% | +15.2% |
| 30D | -11.7% | +3.5% | -15.1% | -16.8% |
| 3M | -27.3% | +0.2% | -27.5% | -27.5% |
| 6M | -42.9% | +9.1% | -52.0% | -51.3% |
| YTD | +29.5% | +16.6% | +12.9% | -1.3% |
| 1Y | +21.0% | +17.9% | +3.1% | -9.3% |
| All | +397.6% | +65.1% | +332.5% | +137.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling