+442.1%
RSPF price history and return analytics
+346.0%
+96.1%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.3% |
| 7D | +1.2% | -2.3% | +3.5% | +3.7% |
| 30D | +7.1% | -5.0% | +12.1% | +12.8% |
| 3M | -1.0% | -4.9% | +3.9% | +4.1% |
| 6M | +10.7% | -1.5% | +12.3% | +11.6% |
| YTD | +7.5% | +8.5% | -1.0% | -2.7% |
| 1Y | +13.8% | +11.4% | +2.4% | +0.1% |
| 3Y | +70.2% | +70.1% | +0.2% | -5.8% |
| 5Y | +39.5% | +53.7% | -14.2% | -13.8% |
| 10Y | +222.1% | +220.0% | +2.1% | -7.1% |
| All | +442.1% | +346.0% | +96.1% | +32.1% |
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