-50.5%
RPT price history and return analytics
+223.3%
-273.8%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -1.9% | -2.0% |
| 7D | -0.6% | +2.9% | -3.5% | -3.0% |
| 30D | +7.8% | -2.5% | +10.3% | +10.1% |
| 3M | -11.3% | -3.3% | -8.0% | -8.7% |
| 6M | -19.2% | +1.5% | -20.7% | -20.6% |
| YTD | -26.3% | +11.4% | -37.6% | -33.6% |
| 1Y | -18.5% | +11.9% | -30.4% | -27.1% |
| 3Y | -42.2% | +73.9% | -116.1% | -65.0% |
| 5Y | -74.7% | +57.9% | -132.6% | -83.4% |
| 10Y | -54.4% | +222.6% | -277.1% | -81.5% |
| All | -50.5% | +223.3% | -273.8% | -79.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling