+162.6%
RGLD vs VT
+53.2%
+109.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.1% | +10.3% | +9.2% |
| 7D | +10.3% | -4.2% | +14.5% | +13.6% |
| 30D | +11.5% | -5.8% | +17.3% | +16.4% |
| 3M | +21.5% | -5.2% | +26.7% | +26.4% |
| 6M | +15.9% | +0.1% | +15.8% | +16.3% |
| YTD | +18.3% | +8.2% | +10.1% | +13.1% |
| 1Y | +51.7% | +10.1% | +41.6% | +43.6% |
| 3Y | +142.8% | +69.7% | +73.2% | +76.0% |
| 5Y | +162.6% | +53.4% | +109.2% | +84.6% |
| All | +162.6% | +53.2% | +109.4% | +84.6% |
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