+28.4%
RPD price history and return analytics
+224.4%
-195.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +0.6% |
| 7D | -1.7% | -0.7% | -1.0% | -1.2% |
| 30D | +14.3% | -1.7% | +16.1% | +16.5% |
| 3M | +10.5% | -2.3% | +12.8% | +13.1% |
| 6M | +132.0% | +1.5% | +130.5% | +125.1% |
| YTD | -2.8% | +12.0% | -14.8% | -18.2% |
| 1Y | +4.2% | +12.9% | -8.7% | -13.2% |
| 3Y | -70.7% | +74.9% | -145.6% | -86.2% |
| 5Y | -88.9% | +59.9% | -148.8% | -94.0% |
| 10Y | +28.4% | +224.6% | -196.2% | -74.4% |
| All | +28.4% | +224.4% | -195.9% | -74.4% |
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