-70.8%
RPT price history and return analytics
+63.7%
-134.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -1.7% |
| 7D | -2.4% | -2.0% | -0.4% | -0.6% |
| 30D | -1.0% | -1.4% | +0.5% | +0.3% |
| 3M | -12.9% | +4.7% | -17.6% | -16.5% |
| 6M | -8.6% | +11.4% | -19.9% | -17.6% |
| YTD | -19.1% | +13.1% | -32.1% | -28.2% |
| 1Y | -15.1% | +19.0% | -34.2% | -28.5% |
| 3Y | -56.9% | +73.9% | -130.9% | -74.3% |
| 5Y | -70.8% | +65.4% | -136.2% | -83.0% |
| All | -70.8% | +63.7% | -134.4% | -83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling