+1,143.3%
RSG price history and return analytics
+356.5%
+786.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | +2.5% | +2.4% | +0.1% | +0.9% |
| 30D | +12.7% | -1.5% | +14.2% | +13.5% |
| 3M | +17.9% | -4.1% | +22.1% | +20.6% |
| 6M | +25.0% | +0.6% | +24.4% | +23.2% |
| YTD | +20.8% | +11.0% | +9.8% | +10.9% |
| 1Y | +24.3% | +13.3% | +10.9% | +12.4% |
| 3Y | +65.3% | +73.4% | -8.1% | +10.5% |
| 5Y | +99.1% | +57.4% | +41.6% | +40.2% |
| 10Y | +452.4% | +221.7% | +230.7% | +132.4% |
| All | +1,143.3% | +356.5% | +786.8% | +293.7% |
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