+91.9%
RGCO vs VT
+223.1%
-131.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.2% | +0.4% | +0.8% | +1.0% |
| 30D | +1.1% | +1.0% | +0.1% | +0.5% |
| 3M | -1.3% | +2.4% | -3.7% | -2.8% |
| 6M | -1.5% | +12.0% | -13.5% | -8.0% |
| YTD | +5.8% | +15.3% | -9.5% | -2.9% |
| 1Y | +0.1% | +22.6% | -22.5% | -11.5% |
| 3Y | +37.3% | +74.7% | -37.4% | -0.1% |
| 5Y | +7.3% | +66.1% | -58.8% | -20.1% |
| All | +91.9% | +223.1% | -131.1% | -1.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling