+213.7%
VT vs RSG
+458.9%
-245.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.3% | +0.7% |
| 7D | -2.3% | +1.2% | -3.5% | -2.9% |
| 30D | -5.0% | +14.2% | -19.1% | -10.7% |
| 3M | -4.9% | +18.2% | -23.0% | -12.1% |
| 6M | -1.5% | +24.4% | -25.9% | -11.9% |
| YTD | +8.5% | +17.9% | -9.4% | -1.0% |
| 1Y | +11.4% | +22.3% | -10.9% | -0.4% |
| 3Y | +70.1% | +65.1% | +4.9% | +26.3% |
| 5Y | +53.7% | +97.9% | -44.2% | +1.2% |
| All | +213.7% | +458.9% | -245.2% | +25.2% |
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