+57.5%
VT vs RSG
+99.6%
-42.0%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.4% | +2.5% | -0.1% | +1.8% |
| 30D | -1.5% | +12.7% | -14.2% | -4.4% |
| 3M | -4.1% | +17.9% | -22.1% | -8.1% |
| 6M | +0.6% | +25.0% | -24.4% | -5.7% |
| YTD | +11.0% | +20.8% | -9.8% | +4.9% |
| 1Y | +13.3% | +24.3% | -10.9% | +5.8% |
| 3Y | +73.4% | +65.3% | +8.1% | +41.6% |
| All | +57.5% | +99.6% | -42.0% | +16.0% |
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