+76.9%
IVV vs RGTI
+669.7%
-592.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.6% | +3.2% | -0.3% |
| 7D | -0.4% | +2.5% | -2.8% | -0.5% |
| 30D | -1.4% | -13.7% | +12.3% | -0.9% |
| 3M | +3.7% | -22.6% | +26.3% | +4.4% |
| 6M | +13.0% | -13.4% | +26.4% | +12.8% |
| YTD | +12.4% | -31.2% | +43.6% | +12.8% |
| 1Y | +18.6% | -7.6% | +26.2% | +16.9% |
| All | +76.9% | +669.7% | -592.8% | +52.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling