+222.3%
VT vs RSG
+415.1%
-192.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | +1.0% | -0.7% | +1.8% | +1.3% |
| 30D | -0.2% | +3.3% | -3.5% | -1.8% |
| 3M | +4.5% | +8.5% | -3.9% | +0.1% |
| 6M | +14.1% | -3.5% | +17.6% | +15.1% |
| YTD | +14.8% | +5.5% | +9.3% | +10.4% |
| 1Y | +21.2% | -1.7% | +22.9% | +20.6% |
| 3Y | +76.6% | +56.9% | +19.7% | +33.6% |
| 5Y | +66.6% | +89.4% | -22.8% | +10.7% |
| 10Y | +222.3% | +412.5% | -190.3% | +25.1% |
| All | +222.3% | +415.1% | -192.8% | +25.1% |
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