+391.5%
RSPU price history and return analytics
+360.7%
+30.8%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | -0.5% |
| 7D | +0.6% | -0.7% | +1.3% | +0.9% |
| 30D | +5.6% | -1.7% | +7.3% | +6.5% |
| 3M | +1.3% | -2.3% | +3.6% | +2.5% |
| 6M | -0.4% | +1.5% | -2.0% | -1.7% |
| YTD | +6.2% | +12.0% | -5.8% | -1.2% |
| 1Y | +2.1% | +12.9% | -10.8% | -5.4% |
| 3Y | +62.7% | +74.9% | -12.3% | +16.4% |
| 5Y | +67.1% | +59.9% | +7.2% | +24.6% |
| 10Y | +166.1% | +224.6% | -58.5% | +31.7% |
| All | +391.5% | +360.7% | +30.8% | +70.5% |
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