+985.6%
RSG price history and return analytics
+371.8%
+613.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.2% |
| 7D | -0.7% | +1.0% | -1.8% | -1.4% |
| 30D | +3.3% | -0.2% | +3.5% | +3.4% |
| 3M | +8.5% | +4.5% | +3.9% | +4.9% |
| 6M | -3.5% | +14.1% | -17.6% | -12.4% |
| YTD | +5.5% | +14.8% | -9.3% | -4.8% |
| 1Y | -1.7% | +21.2% | -22.9% | -14.7% |
| 3Y | +56.9% | +76.6% | -19.7% | +4.0% |
| 5Y | +89.4% | +66.6% | +22.8% | +28.9% |
| 10Y | +412.5% | +222.3% | +190.3% | +116.5% |
| All | +985.6% | +371.8% | +613.8% | +237.9% |
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