+710.1%
VTV vs RSG
+2,024.7%
-1,314.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | -2.1% | -1.8% | -0.3% | -1.1% |
| 30D | -1.3% | +2.8% | -4.1% | -2.8% |
| 3M | +5.6% | +4.3% | +1.3% | +2.9% |
| 6M | +12.4% | -0.5% | +12.9% | +11.7% |
| YTD | +17.6% | +5.2% | +12.4% | +13.3% |
| 1Y | +23.5% | -2.1% | +25.6% | +23.3% |
| 3Y | +67.0% | +56.5% | +10.5% | +27.7% |
| 5Y | +80.5% | +89.5% | -9.0% | +22.6% |
| 10Y | +230.6% | +424.8% | -194.2% | +30.6% |
| All | +710.1% | +2,024.7% | -1,314.7% | +71.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling