+234.2%
RSPG price history and return analytics
+66.2%
+168.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.5% |
| 7D | +0.3% | +1.0% | -0.7% | -0.5% |
| 30D | +13.2% | -0.2% | +13.5% | +13.3% |
| 3M | +11.3% | +4.5% | +6.7% | +7.0% |
| 6M | +16.1% | +14.1% | +2.1% | +3.1% |
| YTD | +47.8% | +14.8% | +33.1% | +30.2% |
| 1Y | +55.8% | +21.2% | +34.6% | +30.5% |
| 3Y | +58.6% | +76.6% | -18.0% | -5.3% |
| 5Y | +234.2% | +66.6% | +167.6% | +115.3% |
| All | +234.2% | +66.2% | +168.0% | +115.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling