-13.5%
RPC price history and return analytics
+62.8%
-76.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -1.2% |
| 7D | +1.4% | -0.7% | +2.1% | +2.0% |
| 30D | +19.9% | -1.7% | +21.7% | +21.8% |
| 3M | +11.5% | -2.3% | +13.8% | +14.1% |
| 6M | +17.7% | +1.5% | +16.2% | +15.5% |
| YTD | +1.5% | +12.0% | -10.5% | -10.1% |
| 1Y | -4.3% | +12.9% | -17.2% | -15.8% |
| 3Y | +8.3% | +74.9% | -66.7% | -36.4% |
| 5Y | -17.4% | +59.9% | -77.3% | -47.7% |
| All | -13.5% | +62.8% | -76.3% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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