+433.0%
RSPM price history and return analytics
+356.5%
+76.5%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | +0.4% | +2.4% | -2.0% | -1.7% |
| 30D | +5.6% | -1.5% | +7.1% | +7.0% |
| 3M | -0.4% | -4.1% | +3.7% | +3.2% |
| 6M | +1.5% | +0.6% | +0.9% | +0.6% |
| YTD | +18.5% | +11.0% | +7.5% | +7.2% |
| 1Y | +24.8% | +13.3% | +11.4% | +10.7% |
| 3Y | +41.5% | +73.4% | -31.9% | -14.5% |
| 5Y | +22.8% | +57.4% | -34.6% | -18.9% |
| 10Y | +168.7% | +221.7% | -53.0% | -2.5% |
| All | +433.0% | +356.5% | +76.5% | +47.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling