+161.9%
RGA vs VT
+53.2%
+108.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | +1.3% |
| 7D | -0.6% | -4.2% | +3.6% | +2.6% |
| 30D | +4.3% | -5.8% | +10.1% | +9.0% |
| 3M | +11.3% | -5.2% | +16.5% | +15.7% |
| 6M | +23.7% | +0.1% | +23.6% | +22.3% |
| YTD | +30.4% | +8.2% | +22.1% | +20.5% |
| 1Y | +42.3% | +10.1% | +32.1% | +29.4% |
| 3Y | +81.9% | +69.7% | +12.2% | +15.9% |
| 5Y | +161.9% | +53.4% | +108.6% | +101.3% |
| All | +161.9% | +53.2% | +108.7% | +101.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling