+150.1%
RSPG price history and return analytics
+229.8%
-79.7%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.9% |
| 7D | +0.8% | -1.1% | +1.9% | +2.0% |
| 30D | +6.2% | -1.0% | +7.2% | +7.3% |
| 3M | +13.1% | +3.2% | +9.9% | +8.2% |
| 6M | +14.6% | +12.5% | +2.1% | -2.8% |
| YTD | +47.3% | +14.1% | +33.2% | +22.5% |
| 1Y | +51.8% | +18.9% | +32.9% | +19.5% |
| 3Y | +60.1% | +74.1% | -13.9% | -23.4% |
| 5Y | +231.6% | +66.9% | +164.7% | +66.0% |
| All | +150.1% | +229.8% | -79.7% | -46.8% |
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