+29.8%
RSPM price history and return analytics
+65.7%
-35.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.6% |
| 7D | -3.2% | -0.1% | -3.0% | -3.1% |
| 30D | -3.1% | -0.7% | -2.4% | -2.5% |
| 3M | +2.9% | +4.0% | -1.1% | -1.2% |
| 6M | +4.3% | +12.3% | -8.0% | -7.5% |
| YTD | +17.0% | +14.0% | +3.0% | +2.2% |
| 1Y | +22.1% | +20.3% | +1.8% | +1.0% |
| 3Y | +31.2% | +75.4% | -44.2% | -26.1% |
| 5Y | +29.8% | +66.0% | -36.2% | -24.2% |
| All | +29.8% | +65.7% | -35.9% | -24.2% |
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