+905.2%
VRT vs RSP
+52.0%
+853.3%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.8% | +5.2% |
| 7D | +9.1% | -0.8% | +9.9% | +10.7% |
| 30D | +0.9% | -0.3% | +1.3% | +1.4% |
| 3M | -13.4% | +4.3% | -17.7% | -20.0% |
| 6M | +11.7% | +8.8% | +2.9% | -4.4% |
| YTD | +73.2% | +15.3% | +58.0% | +33.4% |
| 1Y | +123.4% | +18.3% | +105.1% | +64.1% |
| 3Y | +606.2% | +52.8% | +553.4% | +231.1% |
| All | +905.2% | +52.0% | +853.3% | +386.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling