+187.8%
RGA vs VT
+215.5%
-27.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.3% |
| 7D | -1.1% | -2.3% | +1.2% | +1.3% |
| 30D | +4.1% | -5.0% | +9.1% | +9.7% |
| 3M | +11.3% | -4.9% | +16.1% | +17.0% |
| 6M | +23.1% | -1.5% | +24.6% | +23.5% |
| YTD | +30.3% | +8.5% | +21.9% | +16.6% |
| 1Y | +39.4% | +11.4% | +28.0% | +20.8% |
| 3Y | +79.7% | +70.1% | +9.6% | -5.9% |
| 5Y | +161.9% | +53.7% | +108.1% | +54.6% |
| All | +187.8% | +215.5% | -27.7% | -22.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling