+110.3%
RSPD price history and return analytics
+222.7%
-112.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -0.9% |
| 7D | -3.7% | -0.1% | -3.6% | -3.5% |
| 30D | -7.9% | -0.7% | -7.3% | -7.2% |
| 3M | -2.9% | +4.0% | -6.9% | -7.3% |
| 6M | -4.4% | +12.3% | -16.7% | -16.6% |
| YTD | -5.4% | +14.0% | -19.4% | -19.0% |
| 1Y | -7.6% | +20.3% | -27.9% | -25.7% |
| 3Y | +25.1% | +75.4% | -50.4% | -34.8% |
| 5Y | +14.0% | +66.0% | -52.0% | -36.0% |
| 10Y | +110.3% | +228.2% | -117.9% | -39.8% |
| All | +110.3% | +222.7% | -112.4% | -39.8% |
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