+18.4%
RVSB price history and return analytics
+356.5%
-338.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.4% |
| 7D | +9.2% | +2.4% | +6.8% | +7.7% |
| 30D | +11.1% | -1.5% | +12.7% | +11.9% |
| 3M | +26.2% | -4.1% | +30.3% | +29.0% |
| 6M | +24.1% | +0.6% | +23.6% | +23.1% |
| YTD | +35.0% | +11.0% | +24.0% | +26.3% |
| 1Y | +27.9% | +13.3% | +14.6% | +18.2% |
| 3Y | +23.5% | +73.4% | -49.9% | -10.7% |
| 5Y | -3.0% | +57.4% | -60.5% | -26.7% |
| 10Y | +55.6% | +221.7% | -166.1% | -15.1% |
| All | +18.4% | +356.5% | -338.1% | -38.1% |
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 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