+101.2%
IVV vs RGTI
+53.5%
+47.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +0.1% | -2.5% | +2.6% | +0.2% |
| 30D | +0.1% | -9.4% | +9.5% | +0.4% |
| 3M | +2.0% | -37.1% | +39.1% | +3.5% |
| 6M | +13.0% | -14.4% | +27.5% | +12.8% |
| YTD | +13.6% | -31.4% | +45.0% | +14.0% |
| 1Y | +20.1% | +0.5% | +19.6% | +17.8% |
| 3Y | +77.6% | +726.1% | -648.5% | +48.6% |
| 5Y | +82.5% | +56.2% | +26.3% | +64.0% |
| All | +101.2% | +53.5% | +47.6% | +80.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling