+35.9%
RVSB price history and return analytics
+229.8%
-193.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.2% |
| 7D | +0.6% | -1.1% | +1.7% | +1.5% |
| 30D | +1.9% | -1.0% | +2.9% | +2.8% |
| 3M | -9.7% | +3.2% | -12.9% | -12.5% |
| 6M | +3.2% | +12.5% | -9.2% | -8.1% |
| YTD | +7.8% | +14.1% | -6.3% | -5.4% |
| 1Y | +9.3% | +18.9% | -9.6% | -7.7% |
| 3Y | -3.4% | +74.1% | -77.5% | -44.1% |
| 5Y | -13.7% | +66.9% | -80.6% | -48.7% |
| All | +35.9% | +229.8% | -193.9% | -55.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling