-7.3%
RVSB price history and return analytics
+371.8%
-379.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.0% |
| 7D | +1.9% | +1.0% | +0.9% | +1.4% |
| 30D | -2.1% | -0.2% | -1.8% | -1.9% |
| 3M | -6.9% | +4.5% | -11.4% | -9.4% |
| 6M | -1.9% | +14.1% | -15.9% | -9.4% |
| YTD | +5.8% | +14.8% | -9.0% | -2.7% |
| 1Y | +5.5% | +21.2% | -15.7% | -5.9% |
| 3Y | -5.2% | +76.6% | -81.8% | -32.0% |
| 5Y | -16.7% | +66.6% | -83.3% | -38.9% |
| 10Y | +31.3% | +222.3% | -191.0% | -28.8% |
| All | -7.3% | +371.8% | -379.1% | -52.3% |
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