+64.8%
RSP price history and return analytics
+74.5%
-9.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.4% |
| 7D | +1.8% | +2.9% | -1.1% | -0.6% |
| 30D | +3.5% | -2.5% | +6.0% | +5.6% |
| 3M | +0.2% | -3.3% | +3.5% | +2.9% |
| 6M | +9.1% | +1.5% | +7.6% | +7.3% |
| YTD | +16.6% | +11.4% | +5.2% | +5.5% |
| 1Y | +17.9% | +11.9% | +6.0% | +6.2% |
| All | +64.8% | +74.5% | -9.7% | -4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling