+665.6%
RSPN price history and return analytics
+357.8%
+307.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.4% |
| 7D | +3.1% | +2.9% | +0.2% | +0.7% |
| 30D | +4.8% | -2.5% | +7.3% | +7.0% |
| 3M | -4.5% | -3.3% | -1.2% | -1.9% |
| 6M | +2.4% | +1.5% | +0.9% | +1.0% |
| YTD | +9.7% | +11.4% | -1.7% | +0.2% |
| 1Y | +11.2% | +11.9% | -0.7% | +1.3% |
| 3Y | +65.0% | +73.9% | -8.8% | +5.4% |
| 5Y | +62.6% | +57.9% | +4.7% | +12.4% |
| 10Y | +255.5% | +222.6% | +32.9% | +47.0% |
| All | +665.6% | +357.8% | +307.8% | +171.7% |
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