+1,505.8%
RSPT price history and return analytics
+374.2%
+1,131.6%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.1% |
| 7D | -0.9% | +0.4% | -1.4% | -1.4% |
| 30D | +0.4% | +1.0% | -0.6% | -0.5% |
| 3M | -2.9% | +2.4% | -5.3% | -4.6% |
| 6M | +36.8% | +12.0% | +24.8% | +23.6% |
| YTD | +41.2% | +15.3% | +25.9% | +24.3% |
| 1Y | +54.0% | +22.6% | +31.4% | +28.4% |
| 3Y | +116.6% | +74.7% | +41.9% | +32.4% |
| 5Y | +115.4% | +66.1% | +49.2% | +40.2% |
| 10Y | +565.0% | +225.0% | +340.0% | +158.0% |
| All | +1,505.8% | +374.2% | +1,131.6% | +376.7% |
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