+20.1%
RGCO vs VT
+57.0%
-36.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -3.3% | +2.4% | -5.6% | -4.2% |
| 30D | -1.6% | -1.5% | -0.1% | -1.0% |
| 3M | +4.3% | -4.1% | +8.4% | +6.1% |
| 6M | -1.7% | +0.6% | -2.3% | -2.2% |
| YTD | +9.3% | +11.0% | -1.7% | +3.7% |
| 1Y | +6.8% | +13.3% | -6.6% | +0.3% |
| 3Y | +57.0% | +73.4% | -16.4% | +26.1% |
| All | +20.1% | +57.0% | -36.9% | +1.7% |
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