+58.3%
RSPC price history and return analytics
+154.6%
-96.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.4% |
| 7D | +2.3% | +2.9% | -0.6% | -0.2% |
| 30D | +3.5% | -2.5% | +6.0% | +5.8% |
| 3M | -0.5% | -3.3% | +2.8% | +2.3% |
| 6M | -4.0% | +1.5% | -5.5% | -5.9% |
| YTD | -8.4% | +11.4% | -19.8% | -18.0% |
| 1Y | -6.0% | +11.9% | -17.9% | -16.2% |
| 3Y | +39.8% | +73.9% | -34.0% | -18.8% |
| 5Y | +1.0% | +57.9% | -56.9% | -35.8% |
| All | +58.3% | +154.6% | -96.3% | -36.7% |
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 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