+641.6%
RGA vs VT
+394.2%
+247.4%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | +2.3% |
| 7D | -0.6% | -4.2% | +3.6% | +3.6% |
| 30D | +4.3% | -5.8% | +10.1% | +10.5% |
| 3M | +11.3% | -5.2% | +16.5% | +17.0% |
| 6M | +23.7% | +0.1% | +23.6% | +22.1% |
| YTD | +30.4% | +8.2% | +22.1% | +18.5% |
| 1Y | +42.3% | +10.1% | +32.1% | +26.8% |
| 3Y | +81.9% | +69.7% | +12.2% | +3.8% |
| 5Y | +161.9% | +53.4% | +108.6% | +64.1% |
| 10Y | +191.8% | +219.2% | -27.4% | -8.2% |
| All | +641.6% | +394.2% | +247.4% | +44.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling