+1,233.8%
RGC vs VT
+74.4%
+1,159.4%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.5% | -6.5% | -7.0% |
| 7D | -15.0% | -0.1% | -14.8% | -14.9% |
| 30D | -28.8% | -3.1% | -25.8% | -28.6% |
| 3M | -0.9% | -3.5% | +2.6% | -0.6% |
| 6M | -82.1% | +0.5% | -82.6% | -82.0% |
| YTD | -75.1% | +10.8% | -85.9% | -74.8% |
| 1Y | -62.2% | +11.9% | -74.1% | -61.5% |
| 3Y | +1,233.8% | +73.0% | +1,160.9% | +2,036.0% |
| All | +1,233.8% | +74.4% | +1,159.4% | +2,036.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling