-48.8%
RPT price history and return analytics
+229.8%
-278.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.2% |
| 7D | -3.7% | -1.1% | -2.6% | -2.7% |
| 30D | -3.0% | -1.0% | -2.1% | -2.1% |
| 3M | -12.1% | +3.2% | -15.2% | -14.7% |
| 6M | -8.6% | +12.5% | -21.0% | -18.9% |
| YTD | -19.4% | +14.1% | -33.4% | -29.6% |
| 1Y | -17.0% | +18.9% | -35.9% | -30.6% |
| 3Y | -57.4% | +74.1% | -131.5% | -75.3% |
| 5Y | -70.9% | +66.9% | -137.8% | -82.6% |
| All | -48.8% | +229.8% | -278.6% | -81.8% |
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