+420.8%
RSG price history and return analytics
+229.8%
+191.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.2% |
| 7D | 0.0% | -1.1% | +1.1% | +0.6% |
| 30D | +4.0% | -1.0% | +4.9% | +4.5% |
| 3M | +7.4% | +3.2% | +4.2% | +5.1% |
| 6M | +0.1% | +12.5% | -12.4% | -7.5% |
| YTD | +6.0% | +14.1% | -8.0% | -3.1% |
| 1Y | -3.0% | +18.9% | -21.9% | -13.8% |
| 3Y | +56.5% | +74.1% | -17.6% | +6.7% |
| 5Y | +90.9% | +66.9% | +24.1% | +32.7% |
| All | +420.8% | +229.8% | +191.1% | +122.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling