+19.0%
RSPH price history and return analytics
+66.8%
-47.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.2% |
| 7D | -2.6% | +1.0% | -3.6% | -3.3% |
| 30D | +2.7% | -0.2% | +2.9% | +2.9% |
| 3M | +15.2% | +4.5% | +10.7% | +11.3% |
| 6M | +16.3% | +14.1% | +2.2% | +4.9% |
| YTD | +15.0% | +14.8% | +0.3% | +3.2% |
| 1Y | +24.7% | +21.2% | +3.5% | +7.2% |
| 3Y | +32.0% | +76.6% | -44.5% | -16.0% |
| All | +19.0% | +66.8% | -47.7% | -22.2% |
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