+675.1%
RS price history and return analytics
+355.4%
+319.6%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +2.1% |
| 7D | -3.8% | -0.1% | -3.6% | -3.6% |
| 30D | +6.1% | -3.1% | +9.2% | +10.5% |
| 3M | 0.0% | -3.5% | +3.5% | +4.6% |
| 6M | +16.4% | +0.5% | +15.9% | +14.8% |
| YTD | +49.4% | +10.8% | +38.6% | +28.5% |
| 1Y | +59.4% | +11.9% | +47.5% | +35.2% |
| 3Y | +67.3% | +73.0% | -5.7% | -22.5% |
| 5Y | +182.2% | +58.6% | +123.6% | +44.2% |
| 10Y | +563.4% | +219.2% | +344.2% | +21.2% |
| All | +675.1% | +355.4% | +319.6% | -16.6% |
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