+99.1%
RSG price history and return analytics
+57.0%
+42.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +2.5% | +2.4% | +0.1% | +1.8% |
| 30D | +12.7% | -1.5% | +14.2% | +13.1% |
| 3M | +17.9% | -4.1% | +22.1% | +19.3% |
| 6M | +25.0% | +0.6% | +24.4% | +24.1% |
| YTD | +20.8% | +11.0% | +9.8% | +14.9% |
| 1Y | +24.3% | +13.3% | +10.9% | +17.1% |
| 3Y | +65.3% | +73.4% | -8.1% | +25.8% |
| All | +99.1% | +57.0% | +42.1% | +61.4% |
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 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