+654.4%
VRT vs RSP
+48.2%
+606.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -4.0% |
| 7D | +10.5% | +2.4% | +8.1% | +6.0% |
| 30D | -9.3% | +4.3% | -13.6% | -16.3% |
| 3M | -29.6% | -0.3% | -29.3% | -29.1% |
| 6M | -45.4% | +9.8% | -55.2% | -54.3% |
| YTD | +24.8% | +16.8% | +8.0% | -6.4% |
| 1Y | +23.6% | +19.5% | +4.1% | -11.0% |
| 3Y | +379.7% | +65.1% | +314.5% | +91.1% |
| All | +654.4% | +48.2% | +606.2% | +277.2% |
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