+1,437.5%
RSPT price history and return analytics
+360.7%
+1,076.9%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +2.0% |
| 7D | +0.2% | -0.7% | +0.9% | +1.0% |
| 30D | -9.1% | -1.7% | -7.4% | -7.4% |
| 3M | -4.9% | -2.3% | -2.6% | -2.4% |
| 6M | +4.3% | +1.5% | +2.8% | +3.7% |
| YTD | +35.2% | +12.0% | +23.1% | +22.7% |
| 1Y | +34.8% | +12.9% | +22.0% | +21.7% |
| 3Y | +117.4% | +74.9% | +42.5% | +33.2% |
| 5Y | +99.3% | +59.9% | +39.4% | +34.8% |
| 10Y | +524.4% | +224.6% | +299.8% | +144.6% |
| All | +1,437.5% | +360.7% | +1,076.9% | +370.6% |
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 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