+11.9%
VT vs RSG
+23.9%
-12.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.3% |
| 7D | +2.9% | +1.4% | +1.5% | +3.2% |
| 30D | -2.5% | +15.0% | -17.6% | +0.6% |
| 3M | -3.3% | +18.5% | -21.8% | +0.4% |
| 6M | +1.5% | +25.8% | -24.3% | +6.6% |
| YTD | +11.4% | +20.8% | -9.5% | +16.2% |
| 1Y | +11.9% | +24.8% | -12.9% | +17.1% |
| All | +11.9% | +23.9% | -12.0% | +17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling