+2,393.5%
RGC vs VT
+71.9%
+2,321.6%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.3% |
| 7D | +25.3% | +0.4% | +24.8% | +25.1% |
| 30D | +17.4% | +1.0% | +16.4% | +16.9% |
| 3M | -68.9% | +2.4% | -71.3% | -69.2% |
| 6M | -72.9% | +12.0% | -84.9% | -74.4% |
| YTD | -67.2% | +15.3% | -82.5% | -69.2% |
| 1Y | -46.3% | +22.6% | -68.9% | -50.6% |
| 3Y | +1,658.4% | +74.7% | +1,583.7% | +1,253.3% |
| 5Y | +778.3% | +66.1% | +712.2% | +1,077.2% |
| All | +2,393.5% | +71.9% | +2,321.6% | +2,150.0% |
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 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