+222.7%
VT vs RSG
+452.6%
-229.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -1.3% |
| 7D | +2.9% | +1.4% | +1.5% | +2.2% |
| 30D | -2.5% | +15.0% | -17.6% | -8.7% |
| 3M | -3.3% | +18.5% | -21.8% | -10.8% |
| 6M | +1.5% | +25.8% | -24.3% | -9.6% |
| YTD | +11.4% | +20.8% | -9.5% | +0.5% |
| 1Y | +11.9% | +24.8% | -12.9% | -0.8% |
| 3Y | +73.9% | +65.9% | +8.0% | +29.2% |
| 5Y | +57.9% | +99.1% | -41.2% | +4.0% |
| All | +222.7% | +452.6% | -229.9% | +25.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling