+60.7%
RSPC price history and return analytics
+162.4%
-101.7%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.1% |
| 7D | +0.1% | +1.0% | -0.9% | -0.8% |
| 30D | +1.2% | -0.2% | +1.4% | +1.4% |
| 3M | +0.9% | +4.5% | -3.6% | -3.4% |
| 6M | -5.8% | +14.1% | -19.8% | -17.1% |
| YTD | -7.1% | +14.8% | -21.8% | -18.8% |
| 1Y | -5.6% | +21.2% | -26.8% | -21.8% |
| 3Y | +40.4% | +76.6% | -36.2% | -19.4% |
| 5Y | +0.3% | +66.6% | -66.3% | -39.1% |
| All | +60.7% | +162.4% | -101.7% | -37.4% |
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 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