+680.0%
RS price history and return analytics
+360.7%
+319.4%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | -0.9% |
| 7D | -2.7% | -0.7% | -2.0% | -1.8% |
| 30D | +7.2% | -1.7% | +8.9% | +9.6% |
| 3M | +1.8% | -2.3% | +4.1% | +4.7% |
| 6M | +17.4% | +1.5% | +15.9% | +14.1% |
| YTD | +50.4% | +12.0% | +38.3% | +27.4% |
| 1Y | +61.3% | +12.9% | +48.5% | +35.2% |
| 3Y | +68.4% | +74.9% | -6.6% | -23.1% |
| 5Y | +179.7% | +59.9% | +119.8% | +41.4% |
| 10Y | +571.2% | +224.6% | +346.6% | +19.7% |
| All | +680.0% | +360.7% | +319.4% | -17.3% |
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