-73.3%
RGP vs VT
+223.7%
-297.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -1.0% |
| 7D | +1.9% | +0.4% | +1.5% | +1.4% |
| 30D | -4.6% | -2.6% | -2.0% | -2.2% |
| 3M | -34.7% | -3.2% | -31.5% | -32.6% |
| 6M | -37.4% | +0.9% | -38.3% | -38.2% |
| YTD | -43.7% | +11.3% | -55.0% | -49.7% |
| 1Y | -35.5% | +14.0% | -49.5% | -43.8% |
| 3Y | -76.4% | +75.8% | -152.2% | -86.3% |
| 5Y | -81.3% | +57.8% | -139.2% | -88.1% |
| 10Y | -73.3% | +219.8% | -293.1% | -91.9% |
| All | -73.3% | +223.7% | -297.0% | -91.9% |
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