+549.5%
RPV vs SPY
+764.5%
-215.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.4% |
| 7D | +1.4% | +3.3% | -1.9% | -2.0% |
| 30D | +3.6% | -2.7% | +6.3% | +6.3% |
| 3M | +1.7% | -1.7% | +3.4% | +3.2% |
| 6M | +11.5% | +3.1% | +8.4% | +7.1% |
| YTD | +20.9% | +11.9% | +9.0% | +5.9% |
| 1Y | +24.6% | +12.0% | +12.6% | +9.0% |
| 3Y | +83.6% | +78.2% | +5.4% | -4.8% |
| 5Y | +69.4% | +73.2% | -3.8% | -10.7% |
| 10Y | +179.9% | +309.6% | -129.7% | -42.9% |
| All | +549.5% | +764.5% | -215.0% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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