+53.9%
RSPS price history and return analytics
+229.8%
-175.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.4% |
| 7D | -2.7% | -1.1% | -1.6% | -2.1% |
| 30D | -2.8% | -1.0% | -1.8% | -2.3% |
| 3M | -1.3% | +3.2% | -4.5% | -3.1% |
| 6M | -1.1% | +12.5% | -13.6% | -7.6% |
| YTD | +5.2% | +14.1% | -8.9% | -2.6% |
| 1Y | +2.9% | +18.9% | -16.0% | -7.1% |
| 3Y | +3.1% | +74.1% | -71.0% | -26.1% |
| 5Y | +7.6% | +66.9% | -59.3% | -21.7% |
| All | +53.9% | +229.8% | -175.9% | -29.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling