+98.0%
IVV vs RGTI
+53.1%
+44.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | -2.0% | -0.1% | -1.9% | -2.0% |
| 30D | -1.6% | -16.2% | +14.6% | -1.0% |
| 3M | +4.8% | -22.0% | +26.8% | +5.5% |
| 6M | +12.6% | -10.8% | +23.3% | +12.1% |
| YTD | +11.8% | -31.6% | +43.3% | +12.2% |
| 1Y | +17.6% | -6.4% | +23.9% | +15.6% |
| 3Y | +77.0% | +665.7% | -588.6% | +48.7% |
| 5Y | +82.6% | +55.6% | +26.9% | +64.0% |
| All | +98.0% | +53.1% | +44.8% | +77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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