+887.0%
RGC vs VT
+53.2%
+833.8%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.3% | -1.6% |
| 7D | -23.2% | -4.2% | -19.0% | -22.2% |
| 30D | -28.3% | -5.8% | -22.5% | -27.0% |
| 3M | -10.2% | -5.2% | -5.0% | -8.6% |
| 6M | -80.7% | +0.1% | -80.8% | -80.6% |
| YTD | -74.9% | +8.2% | -83.1% | -75.3% |
| 1Y | -59.8% | +10.1% | -69.9% | -60.4% |
| 3Y | +1,327.4% | +69.7% | +1,257.7% | +1,198.5% |
| 5Y | +887.0% | +53.4% | +833.6% | +1,057.3% |
| All | +887.0% | +53.2% | +833.8% | +1,057.3% |
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