+40.2%
RSVR price history and return analytics
+11.9%
+28.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.6% |
| 7D | -1.1% | +2.9% | -4.0% | -1.9% |
| 30D | +6.6% | -2.5% | +9.1% | +7.2% |
| 3M | +4.3% | -3.3% | +7.6% | +5.1% |
| 6M | +1.7% | +1.5% | +0.2% | +1.2% |
| YTD | +35.0% | +11.4% | +23.6% | +27.6% |
| 1Y | +40.2% | +11.9% | +28.3% | +32.1% |
| All | +40.2% | +11.9% | +28.3% | +32.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling