+25.5%
RSPM price history and return analytics
+59.8%
-34.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.9% |
| 7D | -1.6% | -0.7% | -0.9% | -1.1% |
| 30D | +8.2% | -1.7% | +9.9% | +9.8% |
| 3M | -0.7% | -2.3% | +1.6% | +1.4% |
| 6M | +2.2% | +1.5% | +0.7% | +0.2% |
| YTD | +20.2% | +12.0% | +8.2% | +6.6% |
| 1Y | +27.5% | +12.9% | +14.6% | +12.2% |
| 3Y | +43.0% | +74.9% | -32.0% | -19.4% |
| 5Y | +25.5% | +59.9% | -34.4% | -24.6% |
| All | +25.5% | +59.8% | -34.2% | -24.6% |
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