+644.6%
RPV price history and return analytics
+360.7%
+283.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | -0.5% |
| 7D | +0.1% | -0.7% | +0.8% | +0.7% |
| 30D | +5.1% | -1.7% | +6.8% | +6.7% |
| 3M | +2.5% | -2.3% | +4.8% | +4.6% |
| 6M | +13.4% | +1.5% | +11.9% | +10.7% |
| YTD | +21.8% | +12.0% | +9.8% | +6.9% |
| 1Y | +25.4% | +12.9% | +12.6% | +9.1% |
| 3Y | +85.1% | +74.9% | +10.1% | +1.3% |
| 5Y | +70.8% | +59.9% | +10.9% | +2.1% |
| 10Y | +182.2% | +224.6% | -42.5% | -16.5% |
| All | +644.6% | +360.7% | +283.9% | +71.0% |
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 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