-8.1%
RSVR price history and return analytics
+66.2%
-74.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.6% | -5.7% |
| 7D | -5.0% | +1.0% | -6.0% | -5.7% |
| 30D | -9.6% | -0.2% | -9.3% | -9.4% |
| 3M | -9.9% | +4.5% | -14.5% | -13.4% |
| 6M | -8.5% | +14.1% | -22.6% | -18.5% |
| YTD | +20.9% | +14.8% | +6.1% | +6.9% |
| 1Y | +15.8% | +21.2% | -5.4% | -2.5% |
| 3Y | +60.2% | +76.6% | -16.3% | -3.1% |
| 5Y | -8.1% | +66.6% | -74.7% | -46.0% |
| All | -8.1% | +66.2% | -74.3% | -46.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling