+769.3%
VST vs RSG
+89.4%
+680.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.8% |
| 7D | +8.9% | +0.3% | +8.6% | +8.8% |
| 30D | +6.2% | +7.6% | -1.4% | +4.0% |
| 3M | -2.7% | +7.4% | -10.2% | -5.4% |
| 6M | -8.4% | -3.3% | -5.1% | -7.4% |
| YTD | -7.2% | +6.0% | -13.2% | -10.0% |
| 1Y | -20.9% | -3.7% | -17.2% | -20.1% |
| 3Y | +384.0% | +59.1% | +324.9% | +268.8% |
| All | +769.3% | +89.4% | +680.0% | +481.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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