+187.7%
RS price history and return analytics
+65.7%
+122.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | -1.3% | -0.1% | -1.2% | -1.2% |
| 30D | -7.5% | -0.7% | -6.9% | -7.0% |
| 3M | -1.4% | +4.0% | -5.4% | -5.0% |
| 6M | +31.4% | +12.3% | +19.1% | +18.0% |
| YTD | +38.2% | +14.0% | +24.1% | +22.2% |
| 1Y | +36.8% | +20.3% | +16.5% | +15.1% |
| 3Y | +53.0% | +75.4% | -22.5% | -8.7% |
| 5Y | +187.7% | +66.0% | +121.8% | +79.6% |
| All | +187.7% | +65.7% | +122.1% | +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 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